Destiny Wealth Partners’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
Q1 | – | Sell |
-706
| Closed | -$23K | – | 552 |
|
|
2021
Q4 | $23K | Hold |
706
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $22K | Buy |
+706
| New | +$22K | ﹤0.01% | 369 |
|
|
2021
Q2 | – | Sell |
-706
| Closed | -$22K | – | 254 |
|
|
2021
Q1 | $22K | Hold |
706
| – | – | ﹤0.01% | 355 |
|
|
2020
Q4 | $19K | Buy |
+706
| New | +$19K | ﹤0.01% | 369 |
|