IAG Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,040
| Closed | -$76.5K | – | 437 |
|
|
2023
Q3 | $76.5K | Hold |
2,040
| – | – | 0.02% | 120 |
|
|
2023
Q2 | $78.1K | Sell |
2,040
-400
| -16% | -$15.3K | 0.02% | 128 |
|
|
2023
Q1 | $92.4K | Hold |
2,440
| – | – | 0.03% | 106 |
|
|
2022
Q4 | $87K | Hold |
2,440
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $79K | Hold |
2,440
| – | – | 0.03% | 97 |
|
|
2022
Q2 | $90K | Hold |
2,440
| – | – | 0.03% | 94 |
|
|
2022
Q1 | $107K | Buy |
+2,440
| New | +$107K | 0.03% | 92 |
|