KFP
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Keystone Financial Planning’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Keystone Financial Planning’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,371
Closed -$306K – 47
2014
Q2 		$306K Hold
6,371
– – 0.23% 44
2014
Q1 		$297K Hold
6,371
– – 0.23% 49
2013
Q4 		$294K Buy
+6,371
New +$294K 0.24% 50