Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-87
| Closed | -$4K | – | 166 |
|
|
2018
Q4 | $4K | Hold |
87
| – | – | ﹤0.01% | 326 |
|
|
2018
Q3 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 343 |
|
|
2018
Q2 | – | Sell |
-2,786
| Closed | -$151K | – | 515 |
|
|
2018
Q1 | $151K | Buy |
2,786
+436
| +19% | +$23.6K | 0.02% | 204 |
|
|
2017
Q4 | $123K | Sell |
2,350
-1,908
| -45% | -$99.9K | 0.02% | 221 |
|
|
2017
Q3 | $209K | Buy |
+4,258
| New | +$209K | 0.03% | 217 |
|