Squar Milner Financial Services’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-300
| Closed | -$11K | – | 340 |
|
|
2020
Q1 | $11K | Hold |
300
| – | – | 0.01% | 526 |
|
|
2019
Q4 | $14K | Buy |
+300
| New | +$14K | 0.01% | 555 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$14K | – | 339 |
|
|
2019
Q2 | $14K | Hold |
300
| – | – | 0.01% | 488 |
|
|
2019
Q1 | $13K | Hold |
300
| – | – | 0.01% | 470 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | 0.01% | 441 |
|
|
2018
Q3 | $14K | Sell |
300
-3,503
| -92% | -$163K | 0.01% | 446 |
|
|
2018
Q2 | $182K | Buy |
+3,803
| New | +$182K | 0.16% | 172 |
|
|
2018
Q1 | – | Sell |
-3,745
| Closed | -$201K | – | 166 |
|
|
2017
Q4 | $201K | Buy |
+3,745
| New | +$201K | 0.24% | 157 |
|