Sowell Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$53K | – | 1052 |
|
|
2021
Q1 | $53K | Buy |
1,000
+150
| +18% | +$7.95K | ﹤0.01% | 1629 |
|
|
2020
Q4 | $41K | Buy |
850
+681
| +403% | +$32.8K | ﹤0.01% | 1470 |
|
|
2020
Q3 | $7K | Hold |
169
| – | – | ﹤0.01% | 1900 |
|
|
2020
Q2 | $7K | Hold |
169
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q1 | $6K | Buy |
+169
| New | +$6K | ﹤0.01% | 1755 |
|
|
2019
Q1 | $277K | Hold |
5,870
| – | – | 0.03% | 462 |
|
|
2018
Q4 | $246K | Buy |
+5,870
| New | +$246K | 0.03% | 421 |
|