Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$131K | – | 356 |
|
|
2021
Q3 | $131K | Hold |
3,000
| – | – | 0.06% | 256 |
|
|
2021
Q2 | $137K | Sell |
3,000
-500
| -14% | -$22.8K | 0.06% | 263 |
|
|
2021
Q1 | $155K | Hold |
3,500
| – | – | 0.07% | 248 |
|
|
2020
Q4 | $144K | Buy |
+3,500
| New | +$144K | 0.07% | 239 |
|
|
2020
Q1 | – | Sell |
-178
| Closed | -$8K | – | 353 |
|
|
2019
Q4 | $8K | Buy |
+178
| New | +$8K | ﹤0.01% | 358 |
|