Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-471
| Closed | -$28K | – | 467 |
|
|
2016
Q1 | $28K | Buy |
471
+101
| +27% | +$6K | ﹤0.01% | 443 |
|
|
2015
Q4 | $22K | Buy |
370
+2
| +0.5% | +$119 | ﹤0.01% | 513 |
|
|
2015
Q3 | $21K | Buy |
368
+2
| +0.5% | +$114 | ﹤0.01% | 498 |
|
|
2015
Q2 | $23K | Buy |
366
+5
| +1% | +$314 | ﹤0.01% | 542 |
|
|
2015
Q1 | $22K | Buy |
+361
| New | +$22K | ﹤0.01% | 528 |
|