FCIM
Fairview Capital Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,052
| Closed | -$426K | – | 143 |
|
|
2018
Q4 | $426K | Sell |
5,052
-100
| -2% | -$8.43K | 0.03% | 109 |
|
|
2018
Q3 | $492K | Sell |
5,152
-75
| -1% | -$7.16K | 0.03% | 93 |
|
|
2018
Q2 | $469K | Hold |
5,227
| – | – | 0.03% | 91 |
|
|
2018
Q1 | $462K | Sell |
5,227
-1,200
| -19% | -$106K | 0.03% | 87 |
|
|
2017
Q4 | $592K | Hold |
6,427
| – | – | 0.04% | 80 |
|
|
2017
Q3 | $558K | Sell |
6,427
-2,446
| -28% | -$212K | 0.04% | 79 |
|
|
2017
Q2 | $746K | Buy |
+8,873
| New | +$746K | 0.05% | 70 |
|