Avalon Capital Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-28,559
| Closed | -$1.98M | – | 79 |
|
|
2017
Q3 | $1.98M | Sell |
28,559
-84
| -0.3% | -$5.84K | 1.37% | 23 |
|
|
2017
Q2 | $1.85M | Buy |
+28,643
| New | +$1.85M | 1.36% | 27 |
|
|
2014
Q3 | – | Sell |
-14,522
| Closed | -$877K | – | 73 |
|
|
2014
Q2 | $877K | Buy |
+14,522
| New | +$877K | 0.73% | 51 |
|
|
2014
Q1 | – | Sell |
-22,970
| Closed | -$1.33M | – | 101 |
|
|
2013
Q4 | $1.33M | Buy |
+22,970
| New | +$1.33M | 1.12% | 28 |
|