Baystate 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
Q2 | – | Sell |
-117
| Closed | -$5.39K | – | 1060 |
|
|
2023
Q1 | $5.39K | Hold |
117
| – | – | ﹤0.01% | 672 |
|
|
2022
Q4 | $5K | Buy |
117
+1
| +0.9% | +$43 | ﹤0.01% | 679 |
|
|
2022
Q3 | $5K | Buy |
116
+2
| +2% | +$86 | ﹤0.01% | 636 |
|
|
2022
Q2 | $5K | Buy |
114
+3
| +3% | +$132 | ﹤0.01% | 662 |
|
|
2022
Q1 | $6K | Hold |
111
| – | – | ﹤0.01% | 635 |
|
|
2021
Q4 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 626 |
|
|
2021
Q1 | – | Sell |
-61
| Closed | -$3K | – | 744 |
|
|
2020
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 520 |
|