AWM
Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-438
| Closed | -$28K | – | 159 |
|
|
2019
Q1 | $28K | Buy |
438
+1
| +0.2% | +$64 | 0.02% | 232 |
|
|
2018
Q4 | $26K | Buy |
437
+4
| +0.9% | +$238 | 0.03% | 227 |
|
|
2018
Q3 | $31K | Buy |
433
+2
| +0.5% | +$143 | 0.03% | 242 |
|
|
2018
Q2 | $31K | Buy |
431
+7
| +2% | +$503 | 0.03% | 236 |
|
|
2018
Q1 | $32K | Buy |
424
+1
| +0.2% | +$75 | 0.03% | 213 |
|
|
2017
Q4 | $32K | Buy |
+423
| New | +$32K | 0.03% | 216 |
|