Cribstone Capital Management’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 | $9.23K | Buy |
149
+1
| +0.7% | +$62 | 0.01% | 262 |
|
|
2022
Q3 | $8K | Buy |
148
+1
| +0.7% | +$54 | ﹤0.01% | 269 |
|
|
2022
Q2 | $9K | Buy |
147
+27
| +23% | +$1.65K | 0.01% | 265 |
|
|
2022
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 278 |
|
|
2019
Q4 | – | Sell |
-226
| Closed | -$11K | – | 414 |
|
|
2019
Q3 | $11K | Buy |
+226
| New | +$11K | 0.01% | 412 |
|