Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,141
| Closed | -$486K | – | 79 |
|
|
2020
Q4 | $486K | Buy |
7,141
+45
| +0.6% | +$3.06K | 0.15% | 57 |
|
|
2020
Q3 | $425K | Buy |
7,096
+78
| +1% | +$4.67K | 0.15% | 56 |
|
|
2020
Q2 | $390K | Sell |
7,018
-69
| -1% | -$3.83K | 0.15% | 53 |
|
|
2020
Q1 | $341K | Buy |
7,087
+154
| +2% | +$7.41K | 0.17% | 51 |
|
|
2019
Q4 | $493K | Buy |
6,933
+91
| +1% | +$6.47K | 0.2% | 44 |
|
|
2019
Q3 | $435K | Buy |
6,842
+302
| +5% | +$19.2K | 0.19% | 40 |
|
|
2019
Q2 | $425K | Buy |
+6,540
| New | +$425K | 0.19% | 40 |
|