AWMS
Advocacy Wealth Management Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-123
| Closed | -$11K | – | 132 |
|
|
2020
Q2 | $11K | Hold |
123
| – | – | ﹤0.01% | 106 |
|
|
2020
Q1 | $10K | Sell |
123
-165
| -57% | -$13.4K | ﹤0.01% | 97 |
|
|
2019
Q4 | $31K | Sell |
288
-18
| -6% | -$1.94K | 0.01% | 68 |
|
|
2019
Q3 | $30K | Hold |
306
| – | – | 0.02% | 64 |
|
|
2019
Q2 | $30K | Hold |
306
| – | – | 0.02% | 64 |
|
|
2019
Q1 | $29K | Hold |
306
| – | – | 0.03% | 58 |
|
|
2018
Q4 | $26K | Hold |
306
| – | – | 0.02% | 66 |
|
|
2018
Q3 | $29K | Hold |
306
| – | – | 0.02% | 64 |
|
|
2018
Q2 | $27K | Hold |
306
| – | – | 0.02% | 64 |
|
|
2018
Q1 | $27K | Hold |
306
| – | – | 0.02% | 65 |
|
|
2017
Q4 | $28K | Sell |
306
-306
| -50% | -$28K | 0.02% | 80 |
|
|
2017
Q3 | $52K | Buy |
612
+306
| +100% | +$26K | 0.02% | 65 |
|
|
2017
Q2 | $26K | Hold |
306
| – | – | 0.01% | 112 |
|
|
2017
Q1 | $25K | Sell |
306
-20
| -6% | -$1.63K | 0.01% | 132 |
|
|
2016
Q4 | $26K | Hold |
326
| – | – | 0.01% | 121 |
|
|
2016
Q3 | $25K | Hold |
326
| – | – | 0.01% | 175 |
|
|
2016
Q2 | $25K | Sell |
326
-18
| -5% | -$1.38K | 0.01% | 205 |
|
|
2016
Q1 | $25K | Buy |
344
+159
| +86% | +$11.6K | 0.02% | 264 |
|
|
2015
Q4 | $13K | Buy |
+185
| New | +$13K | 0.01% | 316 |
|
|
2013
Q3 | $7K | Hold |
120
| – | – | 0.02% | 234 |
|
|
2013
Q2 | $7K | Buy |
+120
| New | +$7K | 0.03% | 192 |
|