Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-558
| Closed | -$33K | – | 797 |
|
|
2019
Q1 | $33K | Hold |
558
| – | – | 0.01% | 349 |
|
|
2018
Q4 | $30K | Buy |
558
+1
| +0.2% | +$54 | 0.02% | 346 |
|
|
2018
Q3 | $35K | Buy |
557
+1
| +0.2% | +$63 | 0.02% | 339 |
|
|
2018
Q2 | $36K | Buy |
556
+5
| +0.9% | +$324 | 0.02% | 323 |
|
|
2018
Q1 | $38K | Sell |
551
-21
| -4% | -$1.45K | 0.02% | 309 |
|
|
2017
Q4 | $40K | Buy |
+572
| New | +$40K | 0.03% | 264 |
|