Patriot Financial Group Insurance Agency’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-601
| Closed | -$18K | – | 1151 |
|
|
2022
Q2 | $18K | Buy |
+601
| New | +$18K | ﹤0.01% | 1039 |
|
|
2020
Q2 | – | Sell |
-1,141
| Closed | -$29K | – | 1751 |
|
|
2020
Q1 | $29K | Sell |
1,141
-339
| -23% | -$8.62K | 0.01% | 570 |
|
|
2019
Q4 | $47K | Buy |
1,480
+560
| +61% | +$17.8K | 0.02% | 489 |
|
|
2019
Q3 | $26K | Buy |
920
+127
| +16% | +$3.59K | 0.01% | 579 |
|
|
2019
Q2 | $23K | Buy |
793
+284
| +56% | +$8.24K | 0.01% | 610 |
|
|
2019
Q1 | $15K | Buy |
509
+348
| +216% | +$10.3K | 0.01% | 619 |
|
|
2018
Q4 | $4K | Buy |
+161
| New | +$4K | ﹤0.01% | 763 |
|