Northwest Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-207
| Closed | -$14.3K | – | 443 |
|
|
2024
Q3 | $14.3K | Hold |
207
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $13.1K | Hold |
207
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $13.5K | Hold |
207
| – | – | ﹤0.01% | 352 |
|
|
2023
Q4 | $13.2K | Hold |
207
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $11.9K | Hold |
207
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $12.3K | Buy |
+207
| New | +$12.3K | 0.01% | 349 |
|