LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $20K | Buy |
959
+43
| +5% | +$897 | 0.01% | 339 |
|
|
2020
Q2 | $19K | Hold |
916
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $17K | Hold |
916
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $26K | Hold |
916
| – | – | 0.01% | 312 |
|
|
2019
Q3 | $25K | Hold |
916
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $25K | Sell |
916
-708
| -44% | -$19.3K | 0.01% | 314 |
|
|
2019
Q1 | $45K | Hold |
1,624
| – | – | 0.02% | 254 |
|
|
2018
Q4 | $40K | Hold |
1,624
| – | – | 0.03% | 255 |
|
|
2018
Q3 | $48K | Hold |
1,624
| – | – | 0.03% | 252 |
|
|
2018
Q2 | $48K | Hold |
1,624
| – | – | 0.03% | 239 |
|
|
2018
Q1 | $44K | Buy |
+1,624
| New | +$44K | 0.03% | 242 |
|