Pinnacle Summer Investments’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $6K | Buy |
109
+1
| +0.9% | +$55 | ﹤0.01% | 601 |
|
2015
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 803 |
|
2015
Q2 | $6K | Buy |
108
+1
| +0.9% | +$56 | ﹤0.01% | 589 |
|
2015
Q1 | $6K | Hold |
107
| – | – | ﹤0.01% | 843 |
|
2014
Q4 | $5K | Hold |
107
| – | – | ﹤0.01% | 878 |
|
2014
Q3 | $5K | Buy |
+107
| New | +$5K | ﹤0.01% | 890 |
|
2013
Q3 | – | Sell |
-103
| Closed | -$5K | – | 944 |
|
2013
Q2 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 692 |
|