Acorn Financial Advisory Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,284
| Closed | -$226K | – | 212 |
|
|
2022
Q1 | $226K | Buy |
3,284
+3
| +0.1% | +$206 | 0.05% | 207 |
|
|
2021
Q4 | $242K | Buy |
3,281
+107
| +3% | +$7.89K | 0.05% | 197 |
|
|
2021
Q3 | $236K | Sell |
3,174
-31
| -1% | -$2.31K | 0.07% | 197 |
|
|
2021
Q2 | $239K | Buy |
+3,205
| New | +$239K | 0.07% | 215 |
|
|
2020
Q1 | – | Sell |
-3,448
| Closed | -$245K | – | 163 |
|
|
2019
Q4 | $245K | Buy |
+3,448
| New | +$245K | 0.21% | 142 |
|