MBM Wealth Consultants’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-802
| Closed | -$43K | – | 240 |
|
|
2020
Q3 | $43K | Hold |
802
| – | – | 0.03% | 137 |
|
|
2020
Q2 | $40K | Hold |
802
| – | – | 0.03% | 130 |
|
|
2020
Q1 | $33K | Hold |
802
| – | – | 0.03% | 121 |
|
|
2019
Q4 | $52K | Hold |
802
| – | – | 0.04% | 120 |
|
|
2019
Q3 | $45K | Hold |
802
| – | – | 0.04% | 124 |
|
|
2019
Q2 | $47K | Hold |
802
| – | – | 0.04% | 123 |
|
|
2019
Q1 | $47K | Hold |
802
| – | – | 0.04% | 126 |
|
|
2018
Q4 | $43K | Buy |
+802
| New | +$43K | 0.04% | 136 |
|