Realta Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-62
| Closed | -$3.76K | – | 428 |
|
|
2024
Q2 | $3.76K | Hold |
62
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $3.9K | Buy |
+62
| New | +$3.9K | ﹤0.01% | 758 |
|
|
2023
Q1 | – | Sell |
-62
| Closed | -$3.44K | – | 487 |
|
|
2022
Q4 | $3.44K | Hold |
62
| – | – | ﹤0.01% | 785 |
|
|
2022
Q3 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 766 |
|
|
2020
Q1 | – | Sell |
-342
| Closed | -$22K | – | 555 |
|
|
2019
Q4 | $22K | Hold |
342
| – | – | 0.01% | 891 |
|
|
2019
Q3 | $21K | Hold |
342
| – | – | 0.01% | 900 |
|
|
2019
Q2 | $21K | Buy |
342
+280
| +452% | +$17.2K | 0.01% | 918 |
|
|
2019
Q1 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 1105 |
|