IAG Wealth Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,540
| Closed | -$49.3K | – | 454 |
|
2023
Q3 | $49.3K | Buy |
1,540
+130
| +9% | +$4.16K | 0.01% | 153 |
|
2023
Q2 | $48.5K | Sell |
1,410
-480
| -25% | -$16.5K | 0.01% | 162 |
|
2023
Q1 | $64K | Hold |
1,890
| – | – | 0.02% | 126 |
|
2022
Q4 | $57.9K | Buy |
+1,890
| New | +$57.9K | 0.02% | 129 |
|
2022
Q3 | – | Sell |
-1,795
| Closed | -$53K | – | 458 |
|
2022
Q2 | $53K | Sell |
1,795
-201
| -10% | -$5.94K | 0.02% | 124 |
|
2022
Q1 | $73K | Buy |
+1,996
| New | +$73K | 0.02% | 111 |
|