Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$100 | – | 327 |
|
|
2023
Q4 | $100 | Hold |
2
| – | – | ﹤0.01% | 851 |
|
|
2023
Q3 | $93 | Hold |
2
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $94 | Buy |
+2
| New | +$94 | ﹤0.01% | 768 |
|
|
2021
Q2 | – | Sell |
-16
| Closed | -$1K | – | 672 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 468 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 455 |
|