AWMS
Advocacy Wealth Management Services’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,046
| Closed | -$41K | – | 63 |
|
|
2022
Q3 | $41K | Hold |
1,046
| – | – | 0.01% | 53 |
|
|
2022
Q2 | $44K | Hold |
1,046
| – | – | 0.01% | 51 |
|
|
2022
Q1 | $51K | Hold |
1,046
| – | – | 0.01% | 49 |
|
|
2021
Q4 | $52K | Hold |
1,046
| – | – | 0.01% | 53 |
|
|
2021
Q3 | $50K | Hold |
1,046
| – | – | 0.01% | 56 |
|
|
2021
Q2 | $52K | Hold |
1,046
| – | – | 0.01% | 63 |
|
|
2021
Q1 | $50K | Hold |
1,046
| – | – | 0.01% | 58 |
|
|
2020
Q4 | $48K | Hold |
1,046
| – | – | 0.01% | 57 |
|
|
2020
Q3 | $43K | Hold |
1,046
| – | – | 0.01% | 59 |
|
|
2020
Q2 | $43K | Hold |
1,046
| – | – | 0.01% | 55 |
|
|
2020
Q1 | $37K | Sell |
1,046
-1,045
| -50% | -$37K | 0.01% | 48 |
|
|
2019
Q4 | $102K | Hold |
2,091
| – | – | 0.03% | 38 |
|
|
2019
Q3 | $96K | Hold |
2,091
| – | – | 0.06% | 34 |
|
|
2019
Q2 | $99K | Hold |
2,091
| – | – | 0.07% | 28 |
|
|
2019
Q1 | $98K | Hold |
2,091
| – | – | 0.11% | 24 |
|
|
2018
Q4 | $89K | Hold |
2,091
| – | – | 0.07% | 20 |
|
|
2018
Q3 | $101K | Hold |
2,091
| – | – | 0.06% | 22 |
|
|
2018
Q2 | $100K | Hold |
2,091
| – | – | 0.07% | 18 |
|
|
2018
Q1 | $104K | Hold |
2,091
| – | – | 0.07% | 21 |
|
|
2017
Q4 | $106K | Hold |
2,091
| – | – | 0.07% | 24 |
|
|
2017
Q3 | $104K | Hold |
2,091
| – | – | 0.04% | 36 |
|
|
2017
Q2 | $99K | Buy |
+2,091
| New | +$99K | 0.04% | 45 |
|