Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $30K | Buy |
444
+10
| +2% | +$676 | ﹤0.01% | 1713 |
|
|
2021
Q3 | $29K | Buy |
434
+58
| +15% | +$3.88K | ﹤0.01% | 1654 |
|
|
2021
Q2 | $26K | Buy |
376
+22
| +6% | +$1.52K | ﹤0.01% | 1652 |
|
|
2021
Q1 | $23K | Sell |
354
-214
| -38% | -$13.9K | ﹤0.01% | 1586 |
|
|
2020
Q4 | $37K | Buy |
568
+55
| +11% | +$3.58K | ﹤0.01% | 1301 |
|
|
2020
Q3 | $29K | Buy |
+513
| New | +$29K | ﹤0.01% | 1282 |
|
|
2020
Q2 | – | Sell |
-513
| Closed | -$24K | – | 895 |
|
|
2020
Q1 | $24K | Hold |
513
| – | – | ﹤0.01% | 1202 |
|
|
2019
Q4 | $34K | Hold |
513
| – | – | ﹤0.01% | 1342 |
|
|
2019
Q3 | $31K | Hold |
513
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q2 | $32K | Buy |
+513
| New | +$32K | ﹤0.01% | 1306 |
|
|
2019
Q1 | – | Sell |
-513
| Closed | -$29K | – | 1718 |
|
|
2018
Q4 | $29K | Buy |
+513
| New | +$29K | 0.01% | 972 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$4K | – | 1958 |
|
|
2016
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 1979 |
|
|
2016
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 1985 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$2K | – | 1861 |
|
|
2015
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1667 |
|
|
2014
Q4 | $3K | Sell |
50
-30
| -38% | -$1.8K | ﹤0.01% | 1629 |
|
|
2014
Q3 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 2040 |
|