Accel Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-194
| Closed | -$11.8K | – | 342 |
|
|
2023
Q1 | $11.8K | Hold |
194
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $11.2K | Buy |
194
+1
| +0.5% | +$58 | 0.01% | 682 |
|
|
2022
Q3 | $10K | Buy |
193
+1
| +0.5% | +$52 | 0.01% | 726 |
|
|
2022
Q2 | $11K | Buy |
192
+2
| +1% | +$115 | 0.01% | 686 |
|
|
2022
Q1 | $13K | Sell |
190
-158
| -45% | -$10.8K | 0.01% | 654 |
|
|
2021
Q4 | $26K | Buy |
348
+121
| +53% | +$9.04K | 0.01% | 510 |
|
|
2021
Q3 | $17K | Sell |
227
-118
| -34% | -$8.84K | 0.01% | 535 |
|
|
2021
Q2 | $26K | Buy |
345
+4
| +1% | +$301 | 0.02% | 465 |
|
|
2021
Q1 | $25K | Buy |
341
+1
| +0.3% | +$73 | 0.02% | 444 |
|
|
2020
Q4 | $23K | Buy |
+340
| New | +$23K | 0.02% | 456 |
|