Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25
| Closed | -$1K | – | 543 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1376 |
|
|
2019
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1250 |
|
|
2019
Q3 | $2K | Sell |
25
-29
| -54% | -$2.32K | ﹤0.01% | 1204 |
|
|
2019
Q2 | $4K | Buy |
54
+29
| +116% | +$2.15K | ﹤0.01% | 1089 |
|
|
2019
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1085 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1111 |
|
|
2018
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1110 |
|