Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$8.53K | – | 480 |
|
|
2022
Q4 | $8.53K | Hold |
300
| – | – | ﹤0.01% | 725 |
|
|
2022
Q3 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 714 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$4K | – | 544 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1379 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q2 | $4K | Sell |
150
-180
| -55% | -$4.8K | ﹤0.01% | 1415 |
|
|
2019
Q1 | $9K | Buy |
+330
| New | +$9K | ﹤0.01% | 923 |
|