IWA
Intercontinental Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-785
| Closed | -$34K | – | 196 |
|
2019
Q4 | $34K | Hold |
785
| – | – | 0.03% | 204 |
|
2019
Q3 | $32K | Sell |
785
-133
| -14% | -$5.42K | 0.02% | 241 |
|
2019
Q2 | $41K | Hold |
918
| – | – | 0.02% | 220 |
|
2019
Q1 | $40K | Sell |
918
-86
| -9% | -$3.75K | 0.02% | 243 |
|
2018
Q4 | $40K | Buy |
+1,004
| New | +$40K | 0.02% | 234 |
|