JP Morgan Private Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $612K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $688K | Sell |
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|
2022
Q1 | $926K | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $952K | Buy |
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|
2020
Q2 | $555K | Sell |
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|
2020
Q1 | $772K | Buy |
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|
2019
Q4 | $573K | Buy |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $341K | Sell |
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|
2019
Q1 | $952K | Buy |
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|
2018
Q4 | $569K | Buy |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $352K | Sell |
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|
2017
Q4 | $469K | Buy |
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|
2017
Q3 | $451K | Buy |
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|
2017
Q2 | $375K | Buy |
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