BerganKDV Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-147
| Closed | -$3K | – | 985 |
|
|
2020
Q1 | $3K | Buy |
+147
| New | +$3K | ﹤0.01% | 658 |
|
|
2019
Q3 | – | Sell |
-900
| Closed | -$24K | – | 697 |
|
|
2019
Q2 | $24K | Hold |
900
| – | – | ﹤0.01% | 404 |
|
|
2019
Q1 | $25K | Hold |
900
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $22K | Sell |
900
-1,872
| -68% | -$45.8K | 0.01% | 383 |
|
|
2018
Q3 | $82K | Hold |
2,772
| – | – | 0.02% | 268 |
|
|
2018
Q2 | $82K | Buy |
+2,772
| New | +$82K | 0.02% | 265 |
|