TRUE Private Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-263
| Closed | -$10K | – | 342 |
|
|
2020
Q4 | $10K | Buy |
263
+1
| +0.4% | +$38 | ﹤0.01% | 531 |
|
|
2020
Q3 | $9K | Buy |
262
+7
| +3% | +$240 | ﹤0.01% | 509 |
|
|
2020
Q2 | $9K | Buy |
255
+4
| +2% | +$141 | ﹤0.01% | 502 |
|
|
2020
Q1 | $8K | Hold |
251
| – | – | ﹤0.01% | 479 |
|
|
2019
Q4 | $11K | Buy |
+251
| New | +$11K | ﹤0.01% | 580 |
|
|
2019
Q3 | – | Sell |
-364
| Closed | -$16K | – | 338 |
|
|
2019
Q2 | $16K | Buy |
+364
| New | +$16K | ﹤0.01% | 484 |
|
|
2018
Q4 | – | Sell |
-597
| Closed | -$26.1K | – | 397 |
|
|
2018
Q3 | $26.1K | Buy |
+597
| New | +$26.1K | ﹤0.01% | 561 |
|