TrustCore Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-445
| Closed | -$13K | – | 891 |
|
|
2019
Q4 | $13K | Buy |
445
+360
| +424% | +$10.5K | ﹤0.01% | 569 |
|
|
2019
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 831 |
|
|
2019
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 819 |
|
|
2019
Q1 | $2K | Hold |
85
| – | – | ﹤0.01% | 747 |
|
|
2018
Q4 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 377 |
|