WealthShield Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15
| Closed | -$1K | – | 278 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 270 |
|
|
2019
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 257 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$1K | – | 235 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 258 |
|
|
2018
Q4 | $1K | Buy |
15
+5
| +50% | +$333 | ﹤0.01% | 235 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 259 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 247 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 223 |
|