AWM
DYLS
AllSquare Wealth Management’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-106
| Closed | -$3K | – | 488 |
|
|
2019
Q4 | $3K | Hold |
106
| – | – | ﹤0.01% | 410 |
|
|
2019
Q3 | $3K | Sell |
106
-450
| -81% | -$12.7K | ﹤0.01% | 408 |
|
|
2019
Q2 | $15K | Hold |
556
| – | – | 0.01% | 297 |
|
|
2019
Q1 | $16K | Hold |
556
| – | – | 0.01% | 282 |
|
|
2018
Q4 | $16K | Hold |
556
| – | – | 0.01% | 264 |
|
|
2018
Q3 | $20K | Buy |
+556
| New | +$20K | 0.01% | 276 |
|