YorkBridge Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-750
| Closed | -$21K | – | 848 |
|
|
2018
Q1 | $21K | Hold |
750
| – | – | 0.01% | 509 |
|
|
2017
Q4 | $20K | Hold |
750
| – | – | 0.01% | 513 |
|
|
2017
Q3 | $21K | Hold |
750
| – | – | 0.01% | 509 |
|
|
2017
Q2 | $20K | Hold |
750
| – | – | 0.01% | 511 |
|
|
2017
Q1 | $20K | Hold |
750
| – | – | 0.01% | 505 |
|
|
2016
Q4 | $20K | Buy |
+750
| New | +$20K | 0.01% | 474 |
|