BSW Wealth Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $434K | Buy |
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|
2016
Q3 | $7.2K | Sell |
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|
2016
Q2 | $408K | Hold |
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|
2016
Q1 | $428K | Buy |
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|
2015
Q4 | $250K | Sell |
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|
2015
Q3 | $435K | Buy |
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|
2015
Q2 | $402K | Sell |
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|
2015
Q1 | $411K | Sell |
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|
2014
Q4 | $433K | Sell |
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|
2014
Q3 | $482K | Buy |
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|
2014
Q2 | $470K | Sell |
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|
2014
Q1 | $484K | Buy |
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