Destiny Wealth Partners’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,174
| Closed | -$51.7K | – | 293 |
|
|
2022
Q4 | $51.7K | Hold |
1,174
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $44K | Hold |
1,174
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $49K | Hold |
1,174
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $57K | Hold |
1,174
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $58K | Hold |
1,174
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $56K | Buy |
+1,174
| New | +$56K | 0.01% | 268 |
|
|
2021
Q2 | – | Sell |
-1,174
| Closed | -$56K | – | 263 |
|
|
2021
Q1 | $56K | Hold |
1,174
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $54K | Buy |
+1,174
| New | +$54K | 0.01% | 276 |
|