MLA
My Legacy Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,791
| Closed | -$452K | – | 201 |
|
|
2024
Q2 | $452K | Sell |
8,791
-2,609
| -23% | -$134K | 0.14% | 156 |
|
|
2024
Q1 | $580K | Sell |
11,400
-1,312
| -10% | -$66.7K | 0.19% | 143 |
|
|
2023
Q4 | $620K | Sell |
12,712
-373
| -3% | -$18.2K | 0.22% | 135 |
|
|
2023
Q3 | $585K | Sell |
13,085
-672
| -5% | -$30K | 0.24% | 131 |
|
|
2023
Q2 | $667K | Buy |
13,757
+1,045
| +8% | +$50.7K | 0.26% | 128 |
|
|
2023
Q1 | $582K | Buy |
12,712
+518
| +4% | +$23.7K | 0.25% | 135 |
|
|
2022
Q4 | $569K | Sell |
12,194
-628
| -5% | -$29.3K | 0.24% | 144 |
|
|
2022
Q3 | $506K | Buy |
12,822
+2,711
| +27% | +$107K | 0.26% | 142 |
|
|
2022
Q2 | $438K | Buy |
+10,111
| New | +$438K | 0.22% | 154 |
|