Atlas Private Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,250
| Closed | -$69K | – | 287 |
|
|
2021
Q3 | $69K | Hold |
2,250
| – | – | 0.04% | 208 |
|
|
2021
Q2 | $72K | Hold |
2,250
| – | – | 0.04% | 195 |
|
|
2021
Q1 | $70K | Hold |
2,250
| – | – | 0.04% | 202 |
|
|
2020
Q4 | $60K | Hold |
2,250
| – | – | 0.04% | 197 |
|
|
2020
Q3 | $47K | Hold |
2,250
| – | – | 0.04% | 206 |
|
|
2020
Q2 | $48K | Buy |
+2,250
| New | +$48K | 0.04% | 209 |
|