GWA
Guidant Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.46M | Sell |
24,815
-741
| -3% | -$73.4K | 0.91% | 30 |
|
|
2019
Q2 | $2.48M | Hold |
25,556
| – | – | 0.96% | 29 |
|
|
2019
Q1 | $2.41M | Sell |
25,556
-219
| -0.8% | -$20.6K | 0.94% | 29 |
|
|
2018
Q4 | $2.18M | Sell |
25,775
-84,206
| -77% | -$7.11M | 1.01% | 29 |
|
|
2018
Q3 | $5.35M | Sell |
109,981
-98
| -0.1% | -$4.77K | 2.23% | 17 |
|
|
2018
Q2 | $5.16M | Sell |
110,079
-294
| -0.3% | -$13.8K | 2.25% | 17 |
|
|
2018
Q1 | $4.89M | Sell |
110,373
-175
| -0.2% | -$7.75K | 2.21% | 18 |
|
|
2017
Q4 | $5.3M | Buy |
110,548
+83,087
| +303% | +$3.98M | 2.37% | 18 |
|
|
2017
Q3 | $2.41M | Sell |
27,461
-187
| -0.7% | -$16.4K | 1.71% | 18 |
|
|
2017
Q2 | $2.32M | Sell |
27,648
-57
| -0.2% | -$4.78K | 1.2% | 28 |
|
|
2017
Q1 | $2.29M | Sell |
27,705
-1,254
| -4% | -$104K | 1.2% | 28 |
|
|
2016
Q4 | $2.33M | Sell |
28,959
-5,575
| -16% | -$448K | 1.32% | 29 |
|
|
2016
Q3 | $2.63M | Buy |
+34,534
| New | +$2.63M | 1.62% | 22 |
|