Northstar Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $356K | Buy |
+16,905
| New | +$356K | 0.17% | 102 |
|
|
2018
Q1 | – | Sell |
-39,069
| Closed | -$1.14M | – | 187 |
|
|
2017
Q4 | $1.14M | Buy |
39,069
+1,110
| +3% | +$32.4K | 1.01% | 33 |
|
|
2017
Q3 | $1.07M | Sell |
37,959
-6,117
| -14% | -$173K | 1.05% | 31 |
|
|
2017
Q2 | $1.17M | Buy |
44,076
+6,978
| +19% | +$186K | 1.07% | 27 |
|
|
2017
Q1 | $975K | Buy |
+37,098
| New | +$975K | 0.91% | 32 |
|