Pineno Levin & Ford Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $521K | Hold |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $506K | Hold |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $426K | Hold |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $414K | Sell |
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|
2019
Q2 | $416K | Sell |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2018
Q3 | $462K | Sell |
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|
2018
Q2 | $472K | Sell |
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|
2018
Q1 | $453K | Hold |
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|
2017
Q4 | $480K | Sell |
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|
2017
Q3 | $473K | Sell |
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|
2017
Q2 | $475K | Buy |
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|
2017
Q1 | $474K | Sell |
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|
2016
Q4 | $499K | Hold |
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|
2016
Q3 | $454K | Sell |
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|
2016
Q2 | $447K | Buy |
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|
2016
Q1 | $428K | Buy |
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|
2015
Q4 | $368K | Hold |
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|
2015
Q3 | $358K | Hold |
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|
2015
Q2 | $400K | Buy |
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|
2015
Q1 | $387K | Buy |
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|
2014
Q4 | $373K | Buy |
|