Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$55 | – | 192 |
|
|
2022
Q4 | $55 | Hold |
1
| – | – | ﹤0.01% | 189 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 170 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 175 |
|
|
2022
Q1 | $0 | Sell |
1
-133
| -99% | – | ﹤0.01% | 177 |
|
|
2021
Q4 | $10K | Buy |
+134
| New | +$10K | 0.01% | 151 |
|