Clear Creek Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,200
| Closed | -$356K | – | 120 |
|
|
2020
Q2 | $356K | Buy |
7,200
+70
| +1% | +$3.46K | 0.09% | 156 |
|
|
2020
Q1 | $302K | Buy |
7,130
+92
| +1% | +$3.9K | 0.11% | 115 |
|
|
2019
Q4 | $454K | Buy |
7,038
+9
| +0.1% | +$581 | 0.18% | 67 |
|
|
2019
Q3 | $422K | Sell |
7,029
-474
| -6% | -$28.5K | 0.2% | 66 |
|
|
2019
Q2 | $437K | Buy |
+7,503
| New | +$437K | 0.19% | 71 |
|