MLA
My Legacy Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,138
| Closed | -$453K | – | 202 |
|
|
2024
Q2 | $453K | Sell |
7,138
-2,367
| -25% | -$150K | 0.14% | 154 |
|
|
2024
Q1 | $620K | Sell |
9,505
-645
| -6% | -$42.1K | 0.21% | 136 |
|
|
2023
Q4 | $638K | Buy |
10,150
+6,482
| +177% | +$408K | 0.23% | 130 |
|
|
2023
Q3 | $203K | Sell |
3,668
-1,216
| -25% | -$67.2K | 0.08% | 196 |
|
|
2023
Q2 | $303K | Buy |
4,884
+608
| +14% | +$37.7K | 0.12% | 181 |
|
|
2023
Q1 | $259K | Buy |
4,276
+924
| +28% | +$56K | 0.11% | 190 |
|
|
2022
Q4 | $210K | Buy |
+3,352
| New | +$210K | 0.09% | 200 |
|