Signet Financial Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-861
| Closed | -$58K | – | 505 |
|
2021
Q4 | $58K | Buy |
+861
| New | +$58K | 0.01% | 441 |
|
2018
Q4 | – | Sell |
-2,380
| Closed | -$156K | – | 366 |
|
2018
Q3 | $156K | Hold |
2,380
| – | – | 0.03% | 255 |
|
2018
Q2 | $155K | Sell |
2,380
-415
| -15% | -$27K | 0.03% | 248 |
|
2018
Q1 | $192K | Buy |
+2,795
| New | +$192K | 0.03% | 209 |
|
2016
Q1 | – | Sell |
-3,716
| Closed | -$206K | – | 187 |
|
2015
Q4 | $206K | Sell |
3,716
-300
| -7% | -$16.6K | 0.04% | 185 |
|
2015
Q3 | $213K | Buy |
4,016
+55
| +1% | +$2.92K | 0.05% | 164 |
|
2015
Q2 | $234K | Buy |
+3,961
| New | +$234K | 0.05% | 160 |
|