Bartlett & Co Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-300
| Closed | -$9.68K | – | 852 |
|
|
2020
Q1 | $9.68K | Sell |
300
-1,900
| -86% | -$61.3K | ﹤0.01% | 661 |
|
|
2019
Q4 | $101K | Hold |
2,200
| – | – | ﹤0.01% | 403 |
|
|
2019
Q3 | $90.9K | Buy |
2,200
+1,900
| +633% | +$78.5K | ﹤0.01% | 404 |
|
|
2019
Q2 | $13.4K | Hold |
300
| – | – | ﹤0.01% | 566 |
|
|
2019
Q1 | $13.2K | Hold |
300
| – | – | ﹤0.01% | 560 |
|
|
2018
Q4 | $12K | Sell |
300
-450
| -60% | -$18.1K | ﹤0.01% | 566 |
|
|
2018
Q3 | $32.8K | Hold |
750
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $32.2K | Hold |
750
| – | – | ﹤0.01% | 477 |
|
|
2018
Q1 | $35.9K | Buy |
+750
| New | +$35.9K | ﹤0.01% | 460 |
|