Moneta Group Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,882
| Closed | -$442K | – | 478 |
|
|
2022
Q1 | $442K | Buy |
6,882
+8
| +0.1% | +$514 | 0.02% | 305 |
|
|
2021
Q4 | $462K | Sell |
6,874
-1
| -0% | -$67 | 0.02% | 307 |
|
|
2021
Q3 | $460K | Buy |
+6,875
| New | +$460K | 0.02% | 292 |
|
|
2018
Q3 | – | Sell |
-992
| Closed | -$65K | – | 265 |
|
|
2018
Q2 | $65K | Buy |
+992
| New | +$65K | 0.01% | 300 |
|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$166K | – | 627 |
|
|
2017
Q4 | $166K | Buy |
+3,000
| New | +$166K | 0.03% | 204 |
|