Crosspoint Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-275
| Closed | -$15K | – | 1045 |
|
|
2015
Q3 | $15K | Sell |
275
-21
| -7% | -$1.15K | 0.02% | 369 |
|
|
2015
Q2 | $18K | Hold |
296
| – | – | 0.01% | 435 |
|
|
2015
Q1 | $18K | Buy |
+296
| New | +$18K | 0.01% | 350 |
|
|
2014
Q2 | – | Sell |
-510
| Closed | -$33K | – | 544 |
|
|
2014
Q1 | $33K | Sell |
510
-220
| -30% | -$14.2K | 0.01% | 304 |
|
|
2013
Q4 | $47K | Buy |
+730
| New | +$47K | 0.02% | 273 |
|