PWM
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PBMares Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

PBMares Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,885
Closed -$341K – 113
2019
Q4 		$341K Buy
+11,885
New +$341K 0.41% 78