MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-927
| Closed | -$26K | – | 268 |
|
|
2022
Q2 | $26K | Hold |
927
| – | – | 0.01% | 188 |
|
|
2022
Q1 | $30K | Hold |
927
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $30K | Hold |
927
| – | – | 0.01% | 196 |
|
|
2021
Q3 | $29K | Hold |
927
| – | – | 0.01% | 182 |
|
|
2021
Q2 | $30K | Hold |
927
| – | – | 0.01% | 167 |
|
|
2021
Q1 | $29K | Hold |
927
| – | – | 0.01% | 166 |
|
|
2020
Q4 | $25K | Hold |
927
| – | – | 0.01% | 163 |
|
|
2020
Q3 | $20K | Hold |
927
| – | – | 0.01% | 160 |
|
|
2020
Q2 | $20K | Hold |
927
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $17K | Hold |
927
| – | – | 0.01% | 142 |
|
|
2019
Q4 | $27K | Hold |
927
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $25K | Hold |
927
| – | – | 0.02% | 139 |
|
|
2019
Q2 | $25K | Hold |
927
| – | – | 0.02% | 142 |
|
|
2019
Q1 | $26K | Hold |
927
| – | – | 0.02% | 140 |
|
|
2018
Q4 | $23K | Buy |
+927
| New | +$23K | 0.02% | 150 |
|