Vanguard Capital 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
Q3 | – | Sell |
-5,541
| Closed | -$253K | – | 159 |
|
2021
Q2 | $253K | Sell |
5,541
-89
| -2% | -$4.06K | 0.19% | 117 |
|
2021
Q1 | $249K | Buy |
+5,630
| New | +$249K | 0.21% | 103 |
|
2018
Q3 | – | Sell |
-7,286
| Closed | -$312K | – | 128 |
|
2018
Q2 | $312K | Sell |
7,286
-7,569
| -51% | -$324K | 0.41% | 77 |
|
2018
Q1 | $699K | Buy |
14,855
+9,030
| +155% | +$425K | 0.92% | 32 |
|
2017
Q4 | $264K | Buy |
+5,825
| New | +$264K | 0.33% | 92 |
|