Stonebridge 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
Q2 | – | Sell |
-37
| Closed | -$3K | – | 938 |
|
|
2022
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 842 |
|
|
2020
Q3 | – | Sell |
-24
| Closed | -$1K | – | 319 |
|
|
2020
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 707 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$6K | – | 792 |
|
|
2019
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 618 |
|
|
2019
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 612 |
|
|
2019
Q2 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 661 |
|