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Concord Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Concord Wealth Partners’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-210
Closed -$8.54K – 865
2023
Q4 		$8.54K Hold
210
– – ﹤0.01% 584
2023
Q3 		$7.87K Hold
210
– – ﹤0.01% 654
2023
Q2 		$8.04K Hold
210
– – ﹤0.01% 638
2023
Q1 		$7.95K Hold
210
– – ﹤0.01% 621
2022
Q4 		$7.48K Buy
+210
New +$7.29K ﹤0.01% 681
2022
Q3 		– Sell
-336
Closed -$12K – 377
2022
Q2 		$12K Hold
336
– – ﹤0.01% 647
2022
Q1 		$15K Buy
336
+131
+64% +$5.82K ﹤0.01% 682
2021
Q4 		$9K Buy
+205
New +$8.93K ﹤0.01% 800

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AT
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