Blue Bell Private Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-150
| Closed | -$8K | – | 423 |
|
|
2016
Q2 | $8K | Hold |
150
| – | – | 0.01% | 366 |
|
|
2016
Q1 | $9K | Hold |
150
| – | – | 0.01% | 364 |
|
|
2015
Q4 | $8K | Hold |
150
| – | – | 0.01% | 384 |
|
|
2015
Q3 | $8K | Hold |
150
| – | – | 0.01% | 378 |
|
|
2015
Q2 | $9K | Hold |
150
| – | – | 0.01% | 375 |
|
|
2015
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 372 |
|
|
2014
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 386 |
|
|
2014
Q3 | $8K | Sell |
150
-350
| -70% | -$18.7K | ﹤0.01% | 394 |
|
|
2014
Q2 | $30K | Buy |
+500
| New | +$30K | 0.02% | 277 |
|