LWM
LBA Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,285
| Closed | -$229K | – | 348 |
|
|
2015
Q2 | $229K | Hold |
5,285
| – | – | 0.14% | 95 |
|
|
2015
Q1 | $234K | Buy |
5,285
+650
| +14% | +$28.8K | 0.15% | 95 |
|
|
2014
Q4 | $200K | Sell |
4,635
-1,215
| -21% | -$52.4K | 0.13% | 100 |
|
|
2014
Q3 | $270K | Buy |
5,850
+1,125
| +24% | +$51.9K | 0.19% | 66 |
|
|
2014
Q2 | $227K | Buy |
4,725
+925
| +24% | +$44.4K | 0.19% | 74 |
|
|
2014
Q1 | $177K | Buy |
3,800
+1,025
| +37% | +$47.7K | 0.15% | 86 |
|
|
2013
Q4 | $128K | Buy |
+2,775
| New | +$128K | 0.11% | 100 |
|