SVA Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $431K | Hold |
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|
2017
Q4 | $447K | Hold |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $433K | Hold |
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|
2017
Q1 | $407K | Hold |
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|
2016
Q4 | $373K | Sell |
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|
2016
Q3 | $433K | Sell |
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|
2016
Q2 | $428K | Sell |
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|
2016
Q1 | $658K | Sell |
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|
2015
Q4 | $1.38M | Sell |
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|
2015
Q3 | $1.44M | Buy |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $1.5M | Sell |
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|
2014
Q4 | $2.58M | Buy |
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|
2014
Q3 | $2.45M | Buy |
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|
2014
Q2 | $2.24M | Buy |
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|
2014
Q1 | $1.49M | Buy |
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