CT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6.95K | Hold |
106
| – | – | ﹤0.01% | 484 |
|
|
2016
Q4 | $6.37K | Buy |
106
+1
| +1% | +$60 | ﹤0.01% | 490 |
|
|
2016
Q3 | $6.46K | Hold |
105
| – | – | ﹤0.01% | 480 |
|
|
2016
Q2 | $5.87K | Sell |
105
-205
| -66% | -$11.5K | ﹤0.01% | 488 |
|
|
2016
Q1 | $18.2K | Buy |
310
+1
| +0.3% | +$59 | 0.01% | 382 |
|
|
2015
Q4 | $18K | Buy |
309
+2
| +0.7% | +$116 | 0.01% | 394 |
|
|
2015
Q3 | $16.9K | Buy |
307
+2
| +0.7% | +$110 | 0.01% | 402 |
|
|
2015
Q2 | $18.4K | Buy |
305
+2
| +0.7% | +$121 | 0.01% | 403 |
|
|
2015
Q1 | $17.9K | Buy |
303
+1
| +0.3% | +$59 | 0.01% | 405 |
|
|
2014
Q4 | $16.8K | Buy |
+302
| New | +$16.8K | 0.01% | 332 |
|
|
2014
Q1 | $17.9K | Buy |
+303
| New | +$17.9K | 0.01% | 405 |
|