LWA
Lowe Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-70
| Closed | -$5K | – | 278 |
|
|
2021
Q1 | $5K | Sell |
70
-100
| -59% | -$7.14K | ﹤0.01% | 205 |
|
|
2020
Q4 | $12K | Hold |
170
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $10K | Hold |
170
| – | – | 0.01% | 162 |
|
|
2020
Q2 | $9K | Hold |
170
| – | – | 0.01% | 161 |
|
|
2020
Q1 | $8K | Hold |
170
| – | – | 0.01% | 161 |
|
|
2019
Q4 | $12K | Hold |
170
| – | – | 0.01% | 145 |
|
|
2019
Q3 | $11K | Hold |
170
| – | – | 0.01% | 143 |
|
|
2019
Q2 | $11K | Buy |
+170
| New | +$11K | 0.01% | 157 |
|