Foundations Investment Advisors’s WisdomTree Middle East Dividend Fund GULF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,700
| Closed | -$1.11M | – | 155 |
|
|
2019
Q4 | $1.11M | Buy |
55,700
+7,439
| +15% | +$148K | 0.14% | 65 |
|
|
2019
Q3 | $933K | Buy |
48,261
+7,788
| +19% | +$151K | 0.12% | 72 |
|
|
2019
Q2 | $829K | Buy |
40,473
+16,341
| +68% | +$335K | 0.12% | 65 |
|
|
2019
Q1 | $487K | Buy |
+24,132
| New | +$487K | 0.08% | 62 |
|