Focused Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-67
| Closed | -$4K | – | 679 |
|
|
2018
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 521 |
|
|
2018
Q2 | $4K | Buy |
67
+2
| +3% | +$119 | ﹤0.01% | 516 |
|
|
2018
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 536 |
|
|
2017
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 536 |
|
|
2017
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 496 |
|
|
2017
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 565 |
|
|
2017
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 552 |
|
|
2016
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 562 |
|
|
2016
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 547 |
|
|
2016
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 560 |
|
|
2016
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 498 |
|
|
2015
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 527 |
|
|
2015
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 533 |
|
|
2015
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 522 |
|
|
2015
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 544 |
|