Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-147
| Closed | -$11K | – | 555 |
|
|
2021
Q4 | $11K | Hold |
147
| – | – | ﹤0.01% | 434 |
|
|
2021
Q3 | $11K | Buy |
+147
| New | +$11K | ﹤0.01% | 414 |
|
|
2021
Q2 | – | Sell |
-147
| Closed | -$11K | – | 261 |
|
|
2021
Q1 | $11K | Hold |
147
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $10K | Buy |
+147
| New | +$10K | ﹤0.01% | 407 |
|