Connors Investor Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,930
| Closed | -$220K | – | 174 |
|
|
2014
Q4 | $220K | Hold |
5,930
| – | – | 0.05% | 133 |
|
|
2014
Q3 | $211K | Sell |
5,930
-800
| -12% | -$28.5K | 0.05% | 131 |
|
|
2014
Q2 | $238K | Sell |
6,730
-800
| -11% | -$28.3K | 0.06% | 120 |
|
|
2014
Q1 | $255K | Hold |
7,530
| – | – | 0.06% | 119 |
|
|
2013
Q4 | $251K | Hold |
7,530
| – | – | 0.06% | 118 |
|
|
2013
Q3 | $230K | Sell |
7,530
-160
| -2% | -$4.89K | 0.06% | 120 |
|
|
2013
Q2 | $230K | Buy |
+7,690
| New | +$230K | 0.07% | 114 |
|