BWA
Burt Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-220
| Closed | -$15K | – | 157 |
|
|
2020
Q4 | $15K | Hold |
220
| – | – | 0.01% | 261 |
|
|
2020
Q3 | $13K | Hold |
220
| – | – | ﹤0.01% | 268 |
|
|
2020
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 256 |
|
|
2020
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 261 |
|
|
2019
Q4 | $16K | Sell |
220
-70
| -24% | -$5.09K | 0.01% | 256 |
|
|
2019
Q3 | $18K | Hold |
290
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $19K | Hold |
290
| – | – | 0.01% | 241 |
|
|
2019
Q1 | $19K | Buy |
+290
| New | +$19K | 0.01% | 242 |
|