Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2
| Closed | -$1K | – | 436 |
|
|
2016
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 344 |
|
|
2016
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 307 |
|
|
2016
Q1 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 684 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 736 |
|
|
2015
Q3 | $1K | Sell |
1
-39
| -98% | -$39K | ﹤0.01% | 736 |
|
|
2015
Q2 | $3K | Buy |
40
+39
| +3,900% | +$2.93K | ﹤0.01% | 732 |
|
|
2015
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 791 |
|
|
2014
Q3 | – | Sell |
-1,676
| Closed | -$104K | – | 690 |
|
|
2014
Q2 | $104K | Buy |
1,676
+889
| +113% | +$55.2K | 0.01% | 317 |
|
|
2014
Q1 | $48K | Buy |
+787
| New | +$48K | ﹤0.01% | 350 |
|
|
2013
Q4 | – | Sell |
-116
| Closed | -$7K | – | 613 |
|
|
2013
Q3 | $7K | Buy |
+116
| New | +$7K | ﹤0.01% | 462 |
|