Snowden Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-657
| Closed | -$48K | – | 1296 |
|
|
2021
Q4 | $48K | Buy |
+657
| New | +$48K | ﹤0.01% | 1047 |
|
|
2018
Q3 | – | Sell |
-2,785
| Closed | -$200K | – | 489 |
|
|
2018
Q2 | $200K | Buy |
2,785
+14
| +0.5% | +$1.01K | 0.03% | 425 |
|
|
2018
Q1 | $212K | Buy |
2,771
+11
| +0.4% | +$841 | 0.03% | 361 |
|
|
2017
Q4 | $212K | Buy |
+2,760
| New | +$212K | 0.03% | 378 |
|