Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-234
| Closed | -$13K | – | 466 |
|
|
2021
Q1 | $13K | Hold |
234
| – | – | 0.01% | 399 |
|
|
2020
Q4 | $13K | Hold |
234
| – | – | 0.01% | 350 |
|
|
2020
Q3 | $11K | Hold |
234
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $11K | Sell |
234
-60
| -20% | -$2.82K | 0.01% | 308 |
|
|
2020
Q1 | $12K | Hold |
294
| – | – | 0.01% | 287 |
|
|
2019
Q4 | $16K | Buy |
+294
| New | +$16K | 0.01% | 340 |
|