Walter & Keenan Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $351 | Hold |
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|
2018
Q2 | $344K | Sell |
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|
2018
Q1 | $527K | Hold |
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|
2017
Q4 | $500K | Hold |
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|
2017
Q3 | $474K | Buy |
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|
2017
Q2 | $403K | Sell |
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|
2017
Q1 | $463K | Hold |
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|
2016
Q4 | $423K | Sell |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $681K | Hold |
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|
2016
Q1 | $670K | Sell |
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|
2015
Q4 | $618K | Buy |
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|
2015
Q3 | $618K | Sell |
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|
2015
Q2 | $950K | Buy |
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|
2015
Q1 | $841K | Buy |
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|
2014
Q4 | $804K | Sell |
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|
2014
Q3 | $1.34M | Hold |
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|
2014
Q2 | $1.46M | Buy |
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|
2014
Q1 | $1.25M | Buy |
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