Financial Gravity Asset Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$366 | – | 1993 |
|
|
2023
Q4 | $366 | Buy |
6
+3
| +100% | +$183 | ﹤0.01% | 1191 |
|
|
2023
Q3 | $172 | Buy |
+3
| New | +$172 | ﹤0.01% | 972 |
|
|
2023
Q2 | – | Sell |
-58
| Closed | -$186 | – | 1660 |
|
|
2023
Q1 | $186 | Buy |
+58
| New | +$186 | 0.01% | 629 |
|
|
2022
Q4 | – | Sell |
-47
| Closed | -$151 | – | 1431 |
|
|
2022
Q3 | $151 | Sell |
47
-8
| -15% | -$26 | 0.01% | 596 |
|
|
2022
Q2 | $176 | Sell |
55
-9
| -14% | -$29 | 0.01% | 547 |
|
|
2022
Q1 | $205 | Sell |
64
-3
| -4% | -$10 | 0.01% | 568 |
|
|
2021
Q4 | $214 | Buy |
67
+64
| +2,133% | +$204 | ﹤0.01% | 614 |
|
|
2021
Q3 | $67K | Hold |
3
| – | – | 0.03% | 462 |
|
|
2021
Q2 | $68K | Hold |
3
| – | – | 0.02% | 467 |
|
|
2021
Q1 | $206 | Sell |
3
-12
| -80% | -$824 | ﹤0.01% | 452 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 387 |
|
|
2020
Q2 | – | Sell |
-59
| Closed | -$2.76K | – | 223 |
|
|
2020
Q1 | $2.76K | Buy |
+59
| New | +$2.76K | 0.01% | 375 |
|