Carroll Financial Associates’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.49M | Buy |
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|
2021
Q3 | $3.45M | Buy |
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|
2021
Q2 | $3.31M | Buy |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $2.43M | Buy |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $1.79M | Buy |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $5.51M | Buy |
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|
2019
Q3 | $2.7M | Buy |
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|
2019
Q2 | $2.39M | Buy |
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|
2019
Q1 | $183K | Buy |
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|
2018
Q4 | $163K | Buy |
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|
2018
Q3 | $14K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $0 | Buy |
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