GYL Financial Synergies’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.03M | Sell |
13,075
-2,286
| -15% | -$180K | 0.08% | 184 |
|
|
2024
Q2 | $1.12M | Buy |
15,361
+1,092
| +8% | +$79.4K | 0.09% | 175 |
|
|
2024
Q1 | $1.03M | Hold |
14,269
| – | – | 0.08% | 180 |
|
|
2023
Q4 | $947K | Buy |
14,269
+2,346
| +20% | +$156K | 0.08% | 185 |
|
|
2023
Q3 | $733K | Hold |
11,923
| – | – | 0.07% | 206 |
|
|
2023
Q2 | $758K | Hold |
11,923
| – | – | 0.07% | 203 |
|
|
2023
Q1 | $738K | Hold |
11,923
| – | – | 0.09% | 152 |
|
|
2022
Q4 | $739K | Hold |
11,923
| – | – | 0.16% | 90 |
|
|
2022
Q3 | $659K | Buy |
11,923
+3,335
| +39% | +$184K | 0.18% | 76 |
|
|
2022
Q2 | $508K | Hold |
8,588
| – | – | 0.14% | 100 |
|
|
2022
Q1 | $564K | Buy |
+8,588
| New | +$564K | 0.14% | 97 |
|
|
2020
Q1 | – | Sell |
-3,794
| Closed | -$201K | – | 156 |
|
|
2019
Q4 | $201K | Buy |
+3,794
| New | +$201K | 0.09% | 171 |
|