Valeo Financial Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-73
| Closed | -$6K | – | 751 |
|
|
2021
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 1250 |
|
|
2019
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 1175 |
|
|
2019
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 1193 |
|
|
2019
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 1145 |
|
|
2018
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 1058 |
|
|
2018
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q2 | $5K | Sell |
73
-100
| -58% | -$6.85K | ﹤0.01% | 1119 |
|
|
2018
Q1 | $14K | Buy |
+173
| New | +$14K | ﹤0.01% | 824 |
|