Capital Investment Advisory Services’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$474 | – | 879 |
|
|
2023
Q1 | $474 | Buy |
+15
| New | +$474 | ﹤0.01% | 865 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | – | – | 817 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 818 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 834 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 798 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | – | – | 582 |
|
|
2020
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 573 |
|
|
2019
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 718 |
|
|
2019
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1193 |
|