Carroll Financial Associates’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $119K | Hold |
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|
2021
Q2 | $120K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $92K | Hold |
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|
2020
Q1 | $80K | Hold |
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|
2019
Q4 | $105K | Hold |
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|
2019
Q3 | $99K | Hold |
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|
2019
Q2 | $96K | Hold |
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|
2019
Q1 | $94K | Hold |
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|
2018
Q4 | $85K | Hold |
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|
2018
Q3 | $95K | Hold |
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|
2018
Q2 | $89K | Hold |
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|
2018
Q1 | $88K | Hold |
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|
2017
Q4 | $92K | Hold |
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|
2017
Q3 | $87K | Hold |
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|
2017
Q2 | $84K | Hold |
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|
2017
Q1 | $82K | Hold |
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|
2016
Q4 | $79K | Hold |
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|
2016
Q3 | $76K | Hold |
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|
2016
Q2 | $75K | Hold |
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|
2016
Q1 | $73K | Hold |
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|
2015
Q4 | $71K | Hold |
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|
2015
Q3 | $71K | Hold |
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|
2015
Q2 | $72K | Hold |
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|
2015
Q1 | $73K | Hold |
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|
2014
Q4 | $73K | Buy |
|