GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $226K | Sell |
4,194
-211
| -5% | -$11.4K | 0.02% | 344 |
|
|
2024
Q2 | $223K | Sell |
4,405
-422
| -9% | -$21.4K | 0.02% | 346 |
|
|
2024
Q1 | $250K | Hold |
4,827
| – | – | 0.02% | 326 |
|
|
2023
Q4 | $238K | Buy |
+4,827
| New | +$238K | 0.02% | 323 |
|
|
2023
Q3 | – | Sell |
-4,264
| Closed | -$201K | – | 332 |
|
|
2023
Q2 | $201K | Buy |
+4,264
| New | +$201K | 0.02% | 337 |
|