Fusion Family Wealth’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-300
| Closed | -$14K | – | 260 |
|
|
2018
Q3 | $14K | Sell |
300
-228
| -43% | -$10.6K | ﹤0.01% | 182 |
|
|
2018
Q2 | $25K | Sell |
528
-143
| -21% | -$6.77K | 0.01% | 173 |
|
|
2018
Q1 | $33K | Sell |
671
-2,530
| -79% | -$124K | 0.01% | 139 |
|
|
2017
Q4 | $162K | Sell |
3,201
-275
| -8% | -$13.9K | 0.04% | 77 |
|
|
2017
Q3 | $172K | Sell |
3,476
-1,202
| -26% | -$59.5K | 0.06% | 51 |
|
|
2017
Q2 | $221K | Sell |
4,678
-41
| -0.9% | -$1.94K | 0.08% | 68 |
|
|
2017
Q1 | $214K | Sell |
4,719
-2,668
| -36% | -$121K | 0.08% | 68 |
|
|
2016
Q4 | $324K | Buy |
+7,387
| New | +$324K | 0.19% | 56 |
|