CRC
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Curi RMB Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Curi RMB Capital’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,488
Closed -$321K – 681
2019
Q3 		$321K Hold
6,488
– – 0.01% 567
2019
Q2 		$314K Sell
6,488
-3,616
-36% -$172K 0.01% 624
2019
Q1 		$476K Buy
+10,104
New +$460K 0.02% 584

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RIG
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GW
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Bank of America
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EWM
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RJA
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UBS Group
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LPL Financial
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RJFSA
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