Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.73M | Buy |
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.36M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $2.98M | Buy |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q3 | $1.89M | Sell |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $1.79M | Sell |
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|
2019
Q4 | $2.68M | Buy |
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|
2019
Q3 | $2.38M | Buy |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $2.32M | Sell |
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|
2018
Q4 | $2.16M | Buy |
|