Aspire Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-216
| Closed | -$13.4K | – | 191 |
|
|
2022
Q4 | $13.4K | Hold |
216
| – | – | 0.01% | 150 |
|
|
2022
Q3 | $12K | Hold |
216
| – | – | 0.01% | 140 |
|
|
2022
Q2 | $13K | Buy |
216
+1
| +0.5% | +$60 | 0.01% | 142 |
|
|
2022
Q1 | $14K | Buy |
215
+1
| +0.5% | +$65 | 0.01% | 141 |
|
|
2021
Q4 | $14K | Buy |
+214
| New | +$14K | 0.01% | 146 |
|