FCIM
Fairview Capital Investment Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,077
| Closed | -$391K | – | 144 |
|
|
2018
Q4 | $391K | Sell |
14,077
-350
| -2% | -$9.72K | 0.02% | 112 |
|
|
2018
Q3 | $463K | Sell |
14,427
-200
| -1% | -$6.42K | 0.03% | 97 |
|
|
2018
Q2 | $465K | Hold |
14,627
| – | – | 0.03% | 94 |
|
|
2018
Q1 | $451K | Sell |
14,627
-6,500
| -31% | -$200K | 0.03% | 89 |
|
|
2017
Q4 | $669K | Hold |
21,127
| – | – | 0.04% | 76 |
|
|
2017
Q3 | $648K | Sell |
21,127
-4,863
| -19% | -$149K | 0.04% | 74 |
|
|
2017
Q2 | $769K | Buy |
+25,990
| New | +$769K | 0.05% | 69 |
|