MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-249
| Closed | -$11K | – | 221 |
|
|
2021
Q1 | $11K | Hold |
249
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $10K | Buy |
249
+72
| +41% | +$2.89K | ﹤0.01% | 294 |
|
|
2020
Q3 | $6K | Buy |
177
+5
| +3% | +$169 | ﹤0.01% | 263 |
|
|
2020
Q2 | $6K | Buy |
+172
| New | +$6K | ﹤0.01% | 273 |
|
|
2017
Q3 | – | Sell |
-552
| Closed | -$23K | – | 147 |
|
|
2017
Q2 | $23K | Buy |
+552
| New | +$23K | 0.02% | 218 |
|