Camarda Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-206
| Closed | -$16K | – | 173 |
|
|
2017
Q4 | $16K | Sell |
206
-3,623
| -95% | -$281K | 0.02% | 148 |
|
|
2017
Q3 | $283K | Sell |
3,829
-1,959
| -34% | -$145K | 0.3% | 68 |
|
|
2017
Q2 | $402K | Sell |
5,788
-4,347
| -43% | -$302K | 0.43% | 58 |
|
|
2017
Q1 | $664K | Sell |
10,135
-18,400
| -64% | -$1.21M | 0.65% | 47 |
|
|
2016
Q4 | $1.71M | Sell |
28,535
-13,889
| -33% | -$834K | 1.16% | 26 |
|
|
2016
Q3 | $2.6M | Buy |
42,424
+36,448
| +610% | +$2.24M | 1.59% | 14 |
|
|
2016
Q2 | $335K | Buy |
+5,976
| New | +$335K | 0.21% | 84 |
|