FHA
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Flagship Harbor Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-1,136
Closed -$55K – 819
2020
Q3 		$55K Sell
1,136
-300
-21% -$14.6K 0.01% 821
2020
Q2 		$66K Sell
1,436
-130
-8% -$5.85K 0.01% 769
2020
Q1 		$63K Buy
1,566
+110
+8% +$5.39K 0.01% 690
2019
Q4 		$77K Hold
1,456
– – 0.01% 691
2019
Q3 		$72K Hold
1,456
– – 0.01% 675
2019
Q2 		$70K Hold
1,456
– – 0.01% 662
2019
Q1 		$68K Sell
1,456
-400
-22% -$18.2K 0.01% 668
2018
Q4 		$78K Hold
1,856
– – 0.02% 585
2018
Q3 		$89K Buy
1,856
+700
+61% +$32.8K 0.02% 624
2018
Q2 		$51K Buy
+1,156
New +$51.9K 0.01% 777

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