Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $21.7K | Buy |
+350
| New | +$21.7K | 0.01% | 170 |
|
|
2022
Q3 | – | Sell |
-350
| Closed | -$21K | – | 160 |
|
|
2022
Q2 | $21K | Hold |
350
| – | – | 0.01% | 172 |
|
|
2022
Q1 | $23K | Buy |
+350
| New | +$23K | 0.01% | 189 |
|
|
2021
Q4 | – | Sell |
-350
| Closed | -$21K | – | 101 |
|
|
2021
Q3 | $21K | Buy |
+350
| New | +$21K | 0.01% | 191 |
|