Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,919
| Closed | -$225K | – | 725 |
|
|
2019
Q4 | $225K | Buy |
4,919
+43
| +0.9% | +$1.97K | 0.09% | 117 |
|
|
2019
Q3 | $201K | Buy |
4,876
+187
| +4% | +$7.71K | 0.1% | 111 |
|
|
2019
Q2 | $209K | Buy |
4,689
+11
| +0.2% | +$490 | 0.1% | 113 |
|
|
2019
Q1 | $205K | Hold |
4,678
| – | – | 0.1% | 116 |
|
|
2018
Q4 | $188K | Buy |
4,678
+145
| +3% | +$5.83K | 0.09% | 109 |
|
|
2018
Q3 | $198K | Hold |
4,533
| – | – | 0.1% | 108 |
|
|
2018
Q2 | $194K | Buy |
4,533
+44
| +1% | +$1.88K | 0.1% | 108 |
|
|
2018
Q1 | $215K | Buy |
4,489
+28
| +0.6% | +$1.34K | 0.11% | 95 |
|
|
2017
Q4 | $202K | Buy |
4,461
+96
| +2% | +$4.35K | 0.1% | 102 |
|
|
2017
Q3 | $188K | Buy |
4,365
+45
| +1% | +$1.94K | 0.1% | 102 |
|
|
2017
Q2 | $177K | Buy |
+4,320
| New | +$177K | 0.09% | 99 |
|