Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-370
| Closed | -$22K | – | 278 |
|
|
2022
Q2 | $22K | Hold |
370
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $25K | Hold |
370
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $27K | Hold |
370
| – | – | ﹤0.01% | 493 |
|
|
2021
Q3 | $27K | Hold |
370
| – | – | ﹤0.01% | 454 |
|
|
2021
Q2 | $28K | Hold |
370
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $27K | Buy |
+370
| New | +$27K | ﹤0.01% | 452 |
|