Sowell Financial Services’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
Q2 | – | Sell |
-200
| Closed | -$15K | – | 1073 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q3 | $12K | Sell |
200
-111
| -36% | -$6.66K | ﹤0.01% | 1745 |
|
|
2020
Q2 | $17K | Hold |
311
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q1 | $15K | Buy |
311
+111
| +56% | +$5.35K | ﹤0.01% | 1473 |
|
|
2019
Q4 | $14K | Sell |
200
-309
| -61% | -$21.6K | ﹤0.01% | 1560 |
|
|
2019
Q3 | $32K | Buy |
+509
| New | +$32K | ﹤0.01% | 1121 |
|