BWA
BDO Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-208
| Closed | -$10K | – | 1028 |
|
|
2022
Q3 | $10K | Buy |
+208
| New | +$10K | ﹤0.01% | 702 |
|
|
2020
Q1 | – | Sell |
-985
| Closed | -$65K | – | 759 |
|
|
2019
Q4 | $65K | Sell |
985
-115
| -10% | -$7.59K | 0.02% | 278 |
|
|
2019
Q3 | $66K | Sell |
1,100
-103
| -9% | -$6.18K | 0.02% | 283 |
|
|
2019
Q2 | $75K | Sell |
1,203
-901
| -43% | -$56.2K | 0.02% | 264 |
|
|
2019
Q1 | $131K | Buy |
2,104
+7
| +0.3% | +$436 | 0.04% | 203 |
|
|
2018
Q4 | $119K | Sell |
2,097
-2,018
| -49% | -$115K | 0.04% | 193 |
|
|
2018
Q3 | $270K | Sell |
4,115
-698
| -15% | -$45.8K | 0.09% | 130 |
|
|
2018
Q2 | $314K | Sell |
4,813
-441
| -8% | -$28.8K | 0.11% | 115 |
|
|
2018
Q1 | $361K | Buy |
+5,254
| New | +$361K | 0.14% | 102 |
|
|
2017
Q3 | – | Sell |
-5,901
| Closed | -$376K | – | 464 |
|
|
2017
Q2 | $376K | Buy |
+5,901
| New | +$376K | 0.16% | 96 |
|