Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-895
| Closed | -$58.4K | – | 2657 |
|
|
2024
Q1 | $58.4K | Buy |
895
+6
| +0.7% | +$392 | ﹤0.01% | 1184 |
|
|
2023
Q4 | $56.8K | Sell |
889
-4,194
| -83% | -$268K | ﹤0.01% | 709 |
|
|
2023
Q3 | $292K | Buy |
5,083
+342
| +7% | +$19.7K | 0.02% | 447 |
|
|
2023
Q2 | $282K | Buy |
4,741
+16
| +0.3% | +$951 | 0.02% | 457 |
|
|
2023
Q1 | $288K | Buy |
+4,725
| New | +$288K | 0.02% | 458 |
|
|
2021
Q1 | – | Sell |
-117
| Closed | -$7K | – | 1033 |
|
|
2020
Q4 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 751 |
|