Asset Planning Services (Pennsylvania)’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,055
| Closed | -$93K | – | 302 |
|
|
2017
Q1 | $93K | Hold |
2,055
| – | – | 0.06% | 111 |
|
|
2016
Q4 | $88K | Hold |
2,055
| – | – | 0.07% | 101 |
|
|
2016
Q3 | $89K | Hold |
2,055
| – | – | 0.07% | 98 |
|
|
2016
Q2 | $85K | Hold |
2,055
| – | – | 0.07% | 108 |
|
|
2016
Q1 | $86K | Hold |
2,055
| – | – | 0.08% | 110 |
|
|
2015
Q4 | $89K | Hold |
2,055
| – | – | 0.09% | 87 |
|
|
2015
Q3 | $87K | Hold |
2,055
| – | – | 0.09% | 80 |
|
|
2015
Q2 | $98K | Buy |
+2,055
| New | +$98K | 0.09% | 81 |
|