Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,037
| Closed | -$287K | – | 385 |
|
|
2019
Q4 | $287K | Sell |
4,037
-239
| -6% | -$17K | 0.04% | 321 |
|
|
2019
Q3 | $273K | Sell |
4,276
-192
| -4% | -$12.3K | 0.06% | 309 |
|
|
2019
Q2 | $291K | Sell |
4,468
-322
| -7% | -$21K | 0.04% | 311 |
|
|
2019
Q1 | $316K | Buy |
4,790
+388
| +9% | +$25.6K | 0.07% | 274 |
|
|
2018
Q4 | $264K | Buy |
+4,402
| New | +$264K | 0.07% | 271 |
|