Regal Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,100
| Closed | -$59K | – | 401 |
|
|
2015
Q3 | $59K | Hold |
1,100
| – | – | 0.02% | 407 |
|
|
2015
Q2 | $62K | Buy |
1,100
+850
| +340% | +$47.9K | 0.02% | 390 |
|
|
2015
Q1 | $14K | Sell |
250
-75
| -23% | -$4.2K | ﹤0.01% | 624 |
|
|
2014
Q4 | $17K | Hold |
325
| – | – | ﹤0.01% | 559 |
|
|
2014
Q3 | $17K | Hold |
325
| – | – | 0.01% | 585 |
|
|
2014
Q2 | $20K | Hold |
325
| – | – | 0.01% | 544 |
|
|
2014
Q1 | $20K | Buy |
+325
| New | +$20K | 0.01% | 506 |
|