HC Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-54
| Closed | -$3K | – | 324 |
|
|
2021
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 289 |
|
|
2021
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 302 |
|
|
2021
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 310 |
|
|
2020
Q2 | – | Sell |
-140
| Closed | -$5K | – | 355 |
|
|
2020
Q1 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 291 |
|