Well Done LLC’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
Q3 | – | Sell |
-5,829
| Closed | -$227K | – | 139 |
|
|
2020
Q2 | $227K | Sell |
5,829
-2,108
| -27% | -$82.1K | 0.06% | 136 |
|
|
2020
Q1 | $262K | Sell |
7,937
-2,028
| -20% | -$66.9K | 0.08% | 112 |
|
|
2019
Q4 | $477K | Buy |
9,965
+375
| +4% | +$18K | 0.11% | 98 |
|
|
2019
Q3 | $425K | Sell |
9,590
-11
| -0.1% | -$487 | 0.1% | 96 |
|
|
2019
Q2 | $452K | Buy |
9,601
+780
| +9% | +$36.7K | 0.11% | 96 |
|
|
2019
Q1 | $416K | Buy |
8,821
+108
| +1% | +$5.09K | 0.1% | 99 |
|
|
2018
Q4 | $365K | Sell |
8,713
-756
| -8% | -$31.7K | 0.1% | 96 |
|
|
2018
Q3 | $432K | Sell |
9,469
-3
| -0% | -$137 | 0.12% | 90 |
|
|
2018
Q2 | $451K | Buy |
9,472
+7,256
| +327% | +$345K | 0.14% | 83 |
|
|
2018
Q1 | $120K | Buy |
+2,216
| New | +$120K | 0.04% | 145 |
|