JPLA
Joseph P. Lucia & Associates’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,808
| Closed | -$100K | – | 182 |
|
|
2022
Q2 | $100K | Sell |
1,808
-105
| -5% | -$5.81K | 0.07% | 140 |
|
|
2022
Q1 | $123K | Buy |
+1,913
| New | +$123K | 0.07% | 143 |
|
|
2021
Q4 | – | Sell |
-1,913
| Closed | -$128K | – | 227 |
|
|
2021
Q3 | $128K | Hold |
1,913
| – | – | 0.08% | 149 |
|
|
2021
Q2 | $130K | Hold |
1,913
| – | – | 0.08% | 145 |
|
|
2021
Q1 | $128K | Hold |
1,913
| – | – | 0.06% | 138 |
|
|
2020
Q4 | $122K | Buy |
+1,913
| New | +$122K | 0.09% | 135 |
|
|
2020
Q3 | – | Sell |
-1,913
| Closed | -$102K | – | 169 |
|
|
2020
Q2 | $102K | Hold |
1,913
| – | – | 0.09% | 135 |
|
|
2020
Q1 | $90K | Hold |
1,913
| – | – | 0.1% | 129 |
|
|
2019
Q4 | $126K | Buy |
1,913
+470
| +33% | +$31K | 0.11% | 121 |
|
|
2019
Q3 | $87K | Buy |
1,443
+235
| +19% | +$14.2K | 0.09% | 133 |
|
|
2019
Q2 | $75K | Sell |
1,208
-75,412
| -98% | -$4.68M | 0.08% | 139 |
|
|
2019
Q1 | $1.21K | Buy |
+76,620
| New | +$1.21K | 0.09% | 105 |
|