Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,000
| Closed | -$241K | – | 331 |
|
|
2018
Q4 | $241K | Buy |
4,000
+1,023
| +34% | +$61.6K | 0.05% | 280 |
|
|
2018
Q3 | $212K | Buy |
+2,977
| New | +$212K | 0.04% | 294 |
|
|
2015
Q4 | – | Sell |
-116
| Closed | -$6K | – | 416 |
|
|
2015
Q3 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 777 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$6K | – | 933 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 770 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 743 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 691 |
|
|
2013
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 655 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 679 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 692 |
|