BWM
Baystate Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.48K | Buy |
82
+1
| +1% | +$67 | ﹤0.01% | 866 |
|
|
2023
Q3 | $5.04K | Hold |
81
| – | – | ﹤0.01% | 686 |
|
|
2023
Q2 | $5.18K | Buy |
81
+1
| +1% | +$64 | ﹤0.01% | 692 |
|
|
2023
Q1 | $5.01K | Hold |
80
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $5K | Buy |
80
+78
| +3,900% | +$4.88K | ﹤0.01% | 681 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 918 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 934 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 890 |
|
|
2021
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 894 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 848 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 811 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 746 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 694 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 660 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 668 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 620 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 590 |
|
|
2019
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 552 |
|
|
2019
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 560 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 567 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 598 |
|
|
2018
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 558 |
|
|
2017
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 562 |
|
|
2017
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 547 |
|
|
2017
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 566 |
|
|
2017
Q1 | $1K | Sell |
2
-2,044
| -100% | -$1.02M | ﹤0.01% | 528 |
|
|
2016
Q4 | $1K | Buy |
+2,046
| New | +$1K | ﹤0.01% | 412 |
|
|
2015
Q4 | – | Sell |
-3,262
| Closed | -$220K | – | 56 |
|
|
2015
Q3 | $220K | Buy |
3,262
+23
| +0.7% | +$1.55K | 0.06% | 50 |
|
|
2015
Q2 | $235K | Buy |
+3,239
| New | +$235K | 0.06% | 50 |
|