Lake Point Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 459 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 378 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 368 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 614 |
|
|
2019
Q2 | $11K | Hold |
237
| – | – | ﹤0.01% | 306 |
|
|
2019
Q1 | $11K | Sell |
237
-11,756
| -98% | -$546K | ﹤0.01% | 306 |
|
|
2018
Q4 | $502K | Buy |
+11,993
| New | +$502K | 0.19% | 86 |
|