FA
Fortis Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,578
| Closed | -$36K | – | 207 |
|
|
2020
Q1 | $36K | Buy |
1,578
+5
| +0.3% | +$114 | 0.02% | 199 |
|
|
2019
Q4 | $52K | Buy |
1,573
+14
| +0.9% | +$463 | 0.03% | 207 |
|
|
2019
Q3 | $47K | Buy |
1,559
+46
| +3% | +$1.39K | 0.02% | 211 |
|
|
2019
Q2 | $45K | Hold |
1,513
| – | – | 0.02% | 237 |
|
|
2019
Q1 | $46K | Hold |
1,513
| – | – | 0.02% | 225 |
|
|
2018
Q4 | $41K | Buy |
1,513
+2
| +0.1% | +$54 | 0.02% | 226 |
|
|
2018
Q3 | $49K | Hold |
1,511
| – | – | 0.03% | 201 |
|
|
2018
Q2 | $48K | Buy |
+1,511
| New | +$48K | 0.03% | 209 |
|