Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,816
| Closed | -$203K | – | 89 |
|
|
2016
Q1 | $203K | Sell |
5,816
-875
| -13% | -$30.5K | 0.2% | 88 |
|
|
2015
Q4 | $212K | Sell |
6,691
-243
| -4% | -$7.7K | 0.22% | 91 |
|
|
2015
Q3 | $232K | Sell |
6,934
-1,190
| -15% | -$39.8K | 0.24% | 95 |
|
|
2015
Q2 | $353K | Sell |
8,124
-1,860
| -19% | -$80.8K | 0.26% | 95 |
|
|
2015
Q1 | $424K | Sell |
9,984
-4,060
| -29% | -$172K | 0.3% | 85 |
|
|
2014
Q4 | $572K | Sell |
14,044
-4,095
| -23% | -$167K | 0.38% | 75 |
|
|
2014
Q3 | $867K | Buy |
18,139
+2,790
| +18% | +$133K | 0.58% | 49 |
|
|
2014
Q2 | $796K | Buy |
15,349
+466
| +3% | +$24.2K | 0.53% | 55 |
|
|
2014
Q1 | $730K | Sell |
14,883
-223
| -1% | -$10.9K | 0.5% | 59 |
|
|
2013
Q4 | $771K | Buy |
+15,106
| New | +$771K | 0.53% | 56 |
|