Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $79.5K | Buy |
+2,796
| New | +$79.5K | 0.03% | 90 |
|
|
2022
Q3 | – | Sell |
-2,746
| Closed | -$77K | – | 95 |
|
|
2022
Q2 | $77K | Buy |
2,746
+20
| +0.7% | +$561 | 0.03% | 101 |
|
|
2022
Q1 | $87K | Buy |
+2,726
| New | +$87K | 0.03% | 108 |
|
|
2021
Q4 | – | Sell |
-2,689
| Closed | -$83K | – | 97 |
|
|
2021
Q3 | $83K | Buy |
2,689
+18
| +0.7% | +$556 | 0.03% | 105 |
|
|
2021
Q2 | $85K | Buy |
+2,671
| New | +$85K | 0.03% | 91 |
|