WealthShield Partners’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-244
| Closed | -$14.6K | – | 487 |
|
|
2023
Q4 | $14.6K | Hold |
244
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $12.8K | Buy |
244
+11
| +5% | +$577 | ﹤0.01% | 433 |
|
|
2023
Q2 | $13K | Hold |
233
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $13.6K | Buy |
+233
| New | +$13.6K | ﹤0.01% | 432 |
|
|
2020
Q1 | – | Sell |
-232
| Closed | -$15K | – | 276 |
|
|
2019
Q4 | $15K | Hold |
232
| – | – | 0.01% | 239 |
|
|
2019
Q3 | $13K | Buy |
+232
| New | +$13K | 0.01% | 232 |
|
|
2019
Q2 | – | Sell |
-232
| Closed | -$14K | – | 233 |
|
|
2019
Q1 | $14K | Hold |
232
| – | – | 0.01% | 228 |
|
|
2018
Q4 | $12K | Hold |
232
| – | – | 0.01% | 202 |
|
|
2018
Q3 | $15K | Hold |
232
| – | – | 0.01% | 199 |
|
|
2018
Q2 | $15K | Hold |
232
| – | – | 0.01% | 194 |
|
|
2018
Q1 | $16K | Hold |
232
| – | – | 0.01% | 186 |
|
|
2017
Q4 | $17K | Buy |
+232
| New | +$17K | 0.01% | 183 |
|