BWM
BerganKDV Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$71K | – | 937 |
|
|
2019
Q4 | $71K | Hold |
1,000
| – | – | 0.01% | 310 |
|
|
2019
Q3 | $64K | Hold |
1,000
| – | – | 0.01% | 305 |
|
|
2019
Q2 | $65K | Hold |
1,000
| – | – | 0.01% | 304 |
|
|
2019
Q1 | $66K | Hold |
1,000
| – | – | 0.01% | 317 |
|
|
2018
Q4 | $60K | Hold |
1,000
| – | – | 0.01% | 283 |
|
|
2018
Q3 | $71K | Hold |
1,000
| – | – | 0.02% | 283 |
|
|
2018
Q2 | $72K | Buy |
+1,000
| New | +$72K | 0.02% | 275 |
|