Falcon Wealth Planning’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
2021
Q3
Sell
-5,205
Closed -$257K 74
2021
Q2
$257K Hold
5,205
0.11% 54
2021
Q1
$246K Sell
5,205
-102
-2% -$4.82K 0.12% 52
2020
Q4
$244K Buy
+5,307
New +$244K 0.14% 48