Keystone Financial Planning’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20,430
| Closed | -$483K | – | 44 |
|
|
2014
Q4 | $483K | Hold |
20,430
| – | – | 0.36% | 40 |
|
|
2014
Q3 | $442K | Sell |
20,430
-375
| -2% | -$8.11K | 0.33% | 40 |
|
|
2014
Q2 | $486K | Sell |
20,805
-477
| -2% | -$11.1K | 0.37% | 39 |
|
|
2014
Q1 | $484K | Sell |
21,282
-97,749
| -82% | -$2.22M | 0.37% | 43 |
|
|
2013
Q4 | $2.69M | Buy |
+119,031
| New | +$2.69M | 2.15% | 24 |
|