Concord Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | 622 |
|
|
2022
Q4 | $7.48K | Buy |
+210
| New | +$7.48K | ﹤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% | +$5.85K | ﹤0.01% | 682 |
|
|
2021
Q4 | $9K | Buy |
+205
| New | +$9K | ﹤0.01% | 800 |
|