JP Morgan Private Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $342K | Sell |
|
|||||
|
2023
Q2 | $348K | Sell |
|
|||||
|
2023
Q1 | $405K | Buy |
|
|||||
|
2022
Q4 | $389K | Sell |
|
|||||
|
2022
Q3 | $600K | Sell |
|
|||||
|
2022
Q2 | $724K | Buy |
|
|||||
|
2022
Q1 | $813K | Sell |
|
|||||
|
2021
Q4 | $860K | Buy |
|
|||||
|
2021
Q3 | $490K | Buy |
|
|||||
|
2021
Q2 | $428K | Buy |
|
|||||
|
2021
Q1 | $331K | Sell |
|
|||||
|
2020
Q4 | $322K | Buy |
|
|||||
|
2020
Q3 | $264K | Buy |
|
|||||
|
2020
Q2 | $245K | Sell |
|
|||||
|
2020
Q1 | $396K | Buy |
|
|||||
|
2019
Q4 | $447K | Buy |
|
|||||
|
2019
Q3 | $329K | Sell |
|
|||||
|
2019
Q2 | $359K | Sell |
|
|||||
|
2019
Q1 | $549K | Buy |
|
|||||
|
2018
Q4 | $438K | Buy |
|
|||||
|
2018
Q3 | $322K | Sell |
|
|||||
|
2018
Q2 | $6.68M | Buy |
|
|||||
|
2018
Q1 | $7.15M | Buy |
|
|||||
|
2017
Q4 | $3.5M | Buy |
|
|||||
|
2017
Q3 | $294K | Buy |
|