Baldwin Wealth Partners’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
Q4 | – | Sell |
-1
| Closed | -$57 | – | 443 |
|
|
2024
Q3 | $57 | Sell |
1
-999
| -100% | -$56.9K | ﹤0.01% | 1072 |
|
|
2024
Q2 | $63.4K | Hold |
1,000
| – | – | ﹤0.01% | 316 |
|
|
2024
Q1 | $65.2K | Hold |
1,000
| – | – | ﹤0.01% | 329 |
|
|
2023
Q4 | $63.8K | Hold |
1,000
| – | – | 0.01% | 344 |
|
|
2023
Q3 | $57.5K | Hold |
1,000
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $59.5K | Hold |
1,000
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $60.9K | Hold |
1,000
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $58K | Buy |
+1,000
| New | +$58K | 0.01% | 396 |
|