IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,467
| Closed | -$214K | – | 338 |
|
|
2018
Q4 | $214K | Sell |
4,467
-184
| -4% | -$8.82K | 0.05% | 288 |
|
|
2018
Q3 | $261K | Buy |
4,651
+58
| +1% | +$3.26K | 0.05% | 317 |
|
|
2018
Q2 | $257K | Sell |
4,593
-181
| -4% | -$10.1K | 0.05% | 299 |
|
|
2018
Q1 | $285K | Buy |
4,774
+125
| +3% | +$7.46K | 0.06% | 278 |
|
|
2017
Q4 | $278K | Buy |
+4,649
| New | +$278K | 0.06% | 271 |
|