JFA
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Johanson Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Johanson Financial Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-24,894
Closed -$868K – 127
2019
Q4 		$868K Buy
+24,894
New +$868K 0.04% 153