Capital Investment 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
Q4 | – | Sell |
-2,970
| Closed | -$211K | – | 482 |
|
|
2018
Q3 | $211K | Sell |
2,970
-140
| -5% | -$9.95K | 0.01% | 450 |
|
|
2018
Q2 | $224K | Hold |
3,110
| – | – | 0.01% | 433 |
|
|
2018
Q1 | $238K | Hold |
3,110
| – | – | 0.02% | 423 |
|
|
2017
Q4 | $239K | Hold |
3,110
| – | – | 0.02% | 417 |
|
|
2017
Q3 | $230K | Buy |
+3,110
| New | +$230K | 0.02% | 411 |
|