Cordasco Financial Network’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 550 |
|
|
2020
Q2 | – | Sell |
-221
| Closed | -$4K | – | 497 |
|
|
2020
Q1 | $4K | Hold |
221
| – | – | ﹤0.01% | 349 |
|
|
2019
Q4 | $6K | Hold |
221
| – | – | 0.01% | 329 |
|
|
2019
Q3 | $6K | Hold |
221
| – | – | 0.01% | 339 |
|
|
2019
Q2 | $6K | Hold |
221
| – | – | 0.01% | 334 |
|
|
2019
Q1 | $6K | Hold |
221
| – | – | 0.01% | 345 |
|
|
2018
Q4 | $5K | Hold |
221
| – | – | 0.01% | 301 |
|
|
2018
Q3 | $7K | Buy |
+221
| New | +$7K | 0.01% | 258 |
|