Mascoma Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-58
| Closed | -$2.22K | – | 533 |
|
2023
Q1 | $2.22K | Hold |
58
| – | – | ﹤0.01% | 542 |
|
2022
Q4 | $2.07K | Hold |
58
| – | – | ﹤0.01% | 564 |
|
2022
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 553 |
|
2022
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 563 |
|
2022
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 534 |
|
2021
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 477 |
|
2021
Q3 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 405 |
|
2021
Q2 | – | Sell |
-58
| Closed | -$3K | – | 183 |
|
2021
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 402 |
|