Ropes Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-274
| Closed | -$12K | – | 554 |
|
|
2019
Q2 | $12K | Hold |
274
| – | – | ﹤0.01% | 465 |
|
|
2019
Q1 | $12K | Sell |
274
-40
| -13% | -$1.75K | ﹤0.01% | 437 |
|
|
2018
Q4 | $13K | Hold |
314
| – | – | ﹤0.01% | 411 |
|
|
2018
Q3 | $14K | Sell |
314
-134
| -30% | -$5.98K | ﹤0.01% | 434 |
|
|
2018
Q2 | $19K | Sell |
448
-23
| -5% | -$975 | 0.01% | 417 |
|
|
2018
Q1 | $23K | Hold |
471
| – | – | 0.01% | 392 |
|
|
2017
Q4 | $21K | Hold |
471
| – | – | 0.01% | 432 |
|
|
2017
Q3 | $20K | Hold |
471
| – | – | 0.01% | 406 |
|
|
2017
Q2 | $19K | Buy |
+471
| New | +$19K | 0.01% | 398 |
|