LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-225
| Closed | -$11K | – | 663 |
|
2019
Q4 | $11K | Hold |
225
| – | – | ﹤0.01% | 574 |
|
2019
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 567 |
|
2019
Q2 | $11K | Hold |
225
| – | – | ﹤0.01% | 553 |
|
2019
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 552 |
|
2018
Q4 | $9K | Hold |
225
| – | – | ﹤0.01% | 568 |
|
2018
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 533 |
|
2018
Q2 | $11K | Hold |
225
| – | – | ﹤0.01% | 541 |
|
2018
Q1 | $12K | Hold |
225
| – | – | ﹤0.01% | 574 |
|
2017
Q4 | $12K | Hold |
225
| – | – | ﹤0.01% | 558 |
|
2017
Q3 | $11K | Hold |
225
| – | – | ﹤0.01% | 553 |
|
2017
Q2 | $11K | Hold |
225
| – | – | ﹤0.01% | 538 |
|
2017
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 549 |
|
2016
Q4 | $9K | Hold |
225
| – | – | ﹤0.01% | 537 |
|
2016
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 549 |
|
2016
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 550 |
|
2016
Q1 | $9K | Hold |
225
| – | – | ﹤0.01% | 542 |
|
2015
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 573 |
|
2015
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 541 |
|
2015
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 541 |
|
2015
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 560 |
|
2014
Q4 | $10K | Hold |
225
| – | – | ﹤0.01% | 554 |
|
2014
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 533 |
|
2014
Q2 | $11K | Hold |
225
| – | – | ﹤0.01% | 551 |
|
2014
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 545 |
|
2013
Q4 | $10K | Hold |
225
| – | – | ﹤0.01% | 523 |
|
2013
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 495 |
|
2013
Q2 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 534 |
|