Regal Investment Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-520
| Closed | -$19K | – | 400 |
|
|
2015
Q3 | $19K | Buy |
520
+265
| +104% | +$9.68K | ﹤0.01% | 562 |
|
|
2015
Q2 | $11K | Hold |
255
| – | – | ﹤0.01% | 639 |
|
|
2015
Q1 | $11K | Buy |
255
+30
| +13% | +$1.29K | ﹤0.01% | 665 |
|
|
2014
Q4 | $10K | Hold |
225
| – | – | ﹤0.01% | 629 |
|
|
2014
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 687 |
|
|
2014
Q2 | $11K | Hold |
225
| – | – | ﹤0.01% | 652 |
|
|
2014
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 621 |
|
|
2013
Q4 | $11K | Hold |
225
| – | – | 0.01% | 572 |
|
|
2013
Q3 | $10K | Hold |
225
| – | – | 0.01% | 597 |
|
|
2013
Q2 | $9K | Buy |
+225
| New | +$9K | 0.01% | 604 |
|