WKWM
Walter & Keenan Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,000
| Closed | -$213K | – | 148 |
|
|
2020
Q3 | $213K | Buy |
+4,000
| New | +$213K | 0.08% | 133 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$261K | – | 137 |
|
|
2019
Q4 | $261K | Hold |
4,000
| – | – | 0.1% | 138 |
|
|
2019
Q3 | $224K | Buy |
+4,000
| New | +$224K | 0.09% | 143 |
|
|
2018
Q3 | – | Sell |
-3,218
| Closed | -$210K | – | 172 |
|
|
2018
Q2 | $210K | Hold |
3,218
| – | – | 0.09% | 161 |
|
|
2018
Q1 | $225K | Hold |
3,218
| – | – | 0.1% | 159 |
|
|
2017
Q4 | $227K | Buy |
+3,218
| New | +$227K | 0.1% | 161 |
|