Wealthcare Advisory Partners’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 |
-306
| Closed | -$22K | – | 863 |
|
|
2021
Q1 | $22K | Buy |
+306
| New | +$22K | ﹤0.01% | 1168 |
|
|
2020
Q2 | – | Sell |
-330
| Closed | -$16K | – | 560 |
|
|
2020
Q1 | $16K | Buy |
330
+2
| +0.6% | +$97 | ﹤0.01% | 790 |
|
|
2019
Q4 | $23K | Buy |
328
+156
| +91% | +$10.9K | ﹤0.01% | 726 |
|
|
2019
Q3 | $11K | Buy |
172
+1
| +0.6% | +$64 | ﹤0.01% | 890 |
|
|
2019
Q2 | $11K | Sell |
171
-347
| -67% | -$22.3K | ﹤0.01% | 876 |
|
|
2019
Q1 | $34K | Hold |
518
| – | – | 0.01% | 544 |
|
|
2018
Q4 | $31K | Buy |
518
+1
| +0.2% | +$60 | 0.01% | 537 |
|
|
2018
Q3 | $37K | Buy |
517
+1
| +0.2% | +$72 | 0.01% | 539 |
|
|
2018
Q2 | $37K | Buy |
516
+2
| +0.4% | +$143 | 0.01% | 521 |
|
|
2018
Q1 | $39K | Hold |
514
| – | – | 0.01% | 445 |
|
|
2017
Q4 | $39K | Buy |
514
+1
| +0.2% | +$76 | 0.01% | 415 |
|
|
2017
Q3 | $38K | Buy |
513
+123
| +32% | +$9.11K | 0.01% | 344 |
|
|
2017
Q2 | $27K | Buy |
+390
| New | +$27K | 0.01% | 57 |
|