J.P. Morgan Private Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,238
| Closed | -$285K | – | 2018 |
|
|
2021
Q4 | $285K | Sell |
4,238
-1,637
| -28% | -$110K | ﹤0.01% | 1762 |
|
|
2021
Q3 | $393K | Hold |
5,875
| – | – | ﹤0.01% | 1597 |
|
|
2021
Q2 | $399K | Buy |
5,875
+210
| +4% | +$14.3K | ﹤0.01% | 1567 |
|
|
2021
Q1 | $380K | Sell |
5,665
-197
| -3% | -$13.2K | ﹤0.01% | 1428 |
|
|
2020
Q4 | $373K | Buy |
5,862
+1,192
| +26% | +$75.8K | ﹤0.01% | 1406 |
|
|
2020
Q3 | $261K | Buy |
+4,670
| New | +$261K | ﹤0.01% | 1419 |
|