Valeo Financial 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
Q2 | – | Sell |
-130
| Closed | -$6K | – | 749 |
|
|
2021
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 1327 |
|
|
2020
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q2 | $5K | Sell |
130
-63
| -33% | -$2.42K | ﹤0.01% | 1432 |
|
|
2020
Q1 | $7K | Sell |
193
-13
| -6% | -$472 | ﹤0.01% | 1148 |
|
|
2019
Q4 | $9K | Sell |
206
-22
| -10% | -$961 | ﹤0.01% | 1120 |
|
|
2019
Q3 | $9K | Sell |
228
-23
| -9% | -$908 | ﹤0.01% | 1034 |
|
|
2019
Q2 | $11K | Hold |
251
| – | – | ﹤0.01% | 986 |
|
|
2019
Q1 | $11K | Buy |
251
+45
| +22% | +$1.97K | ﹤0.01% | 928 |
|
|
2018
Q4 | $8K | Hold |
206
| – | – | ﹤0.01% | 929 |
|
|
2018
Q3 | $8K | Sell |
206
-475
| -70% | -$18.4K | ﹤0.01% | 1018 |
|
|
2018
Q2 | $29K | Buy |
+681
| New | +$29K | ﹤0.01% | 658 |
|