Intercontinental Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $602K | Hold |
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|
2022
Q2 | $704K | Hold |
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|
2022
Q1 | $817K | Hold |
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|
2021
Q4 | $855K | Hold |
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|
2021
Q3 | $851K | Hold |
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|
2021
Q2 | $863K | Hold |
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|
2021
Q1 | $853K | Hold |
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|
2020
Q4 | $809K | Sell |
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|
2020
Q3 | $935K | Hold |
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|
2020
Q2 | $895K | Buy |
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|
2020
Q1 | $713K | Buy |
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|
2019
Q4 | $68K | Sell |
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|
2019
Q3 | $325K | Hold |
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|
2019
Q2 | $333K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $306K | Sell |
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|
2018
Q3 | $469K | Hold |
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|
2018
Q2 | $467K | Buy |
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|
2018
Q1 | $486K | Hold |
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|
2017
Q4 | $488K | Buy |
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|
2017
Q3 | $419K | Buy |
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|
2017
Q2 | $377K | Buy |
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