DWA
Dougherty Wealth Advisers’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-181
| Closed | -$12K | – | 128 |
|
|
2022
Q1 | $12K | Hold |
181
| – | – | 0.02% | 116 |
|
|
2021
Q4 | $13K | Hold |
181
| – | – | 0.02% | 125 |
|
|
2021
Q3 | $13K | Sell |
181
-219
| -55% | -$15.7K | 0.02% | 128 |
|
|
2021
Q2 | $29K | Hold |
400
| – | – | 0.04% | 112 |
|
|
2021
Q1 | $28K | Hold |
400
| – | – | 0.04% | 111 |
|
|
2020
Q4 | $26K | Hold |
400
| – | – | 0.04% | 123 |
|
|
2020
Q3 | $21K | Hold |
400
| – | – | 0.07% | 129 |
|
|
2020
Q2 | $20K | Hold |
400
| – | – | 0.07% | 137 |
|
|
2020
Q1 | $16K | Hold |
400
| – | – | 0.06% | 142 |
|
|
2019
Q4 | $26K | Hold |
400
| – | – | 0.08% | 141 |
|
|
2019
Q3 | $22K | Hold |
400
| – | – | 0.07% | 144 |
|
|
2019
Q2 | $23K | Hold |
400
| – | – | 0.07% | 168 |
|
|
2019
Q1 | $23K | Hold |
400
| – | – | 0.08% | 146 |
|
|
2018
Q4 | $23K | Buy |
+400
| New | +$23K | 0.08% | 151 |
|