First National Bank of South Miami’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $65.7K | Sell |
|
|||||
|
2023
Q1 | $84.1K | Hold |
|
|||||
|
2022
Q4 | $84K | Hold |
|
|||||
|
2022
Q3 | $76K | Hold |
|
|||||
|
2022
Q2 | $83K | Hold |
|
|||||
|
2022
Q1 | $94K | Hold |
|
|||||
|
2021
Q4 | $97K | Hold |
|
|||||
|
2021
Q3 | $91K | Hold |
|
|||||
|
2021
Q2 | $94K | Hold |
|
|||||
|
2021
Q1 | $92K | Hold |
|
|||||
|
2020
Q4 | $78K | Sell |
|
|||||
|
2020
Q3 | $203K | Buy |
|
|||||
|
2020
Q2 | $135K | Sell |
|
|||||
|
2020
Q1 | $174K | Sell |
|
|||||
|
2019
Q4 | $280K | Hold |
|
|||||
|
2019
Q3 | $253K | Hold |
|
|||||
|
2019
Q2 | $266K | Buy |
|
|||||
|
2019
Q1 | $174K | Hold |
|
|||||
|
2018
Q4 | $172K | Buy |
|