Joseph P. Lucia & Associates’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
Q3 | – | Sell |
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|
2022
Q2 | $100K | Sell |
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|
2022
Q1 | $123K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $128K | Hold |
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|
2021
Q2 | $130K | Hold |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $102K | Hold |
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|
2020
Q1 | $90K | Hold |
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|
2019
Q4 | $126K | Buy |
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|
2019
Q3 | $87K | Buy |
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|
2019
Q2 | $75K | Sell |
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|
2019
Q1 | $1.21K | Buy |
|