Avior Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,203
| Closed | -$194K | – | 1557 |
|
|
2023
Q3 | $194K | Buy |
4,203
+210
| +5% | +$9.72K | 0.01% | 529 |
|
|
2023
Q2 | $186K | Buy |
3,993
+105
| +3% | +$4.89K | 0.01% | 541 |
|
|
2023
Q1 | $178K | Buy |
+3,888
| New | +$178K | 0.01% | 544 |
|
|
2022
Q4 | – | Sell |
-96
| Closed | -$3K | – | 1293 |
|
|
2022
Q3 | $3K | Buy |
96
+2
| +2% | +$63 | ﹤0.01% | 977 |
|
|
2022
Q2 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 876 |
|