Householder Group Estate & Retirement Specialist’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
Q4 | $24K | Hold |
318
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $24K | Sell |
318
-200
| -39% | -$15.1K | 0.01% | 641 |
|
|
2024
Q2 | $37K | Sell |
518
-856
| -62% | -$61.1K | 0.01% | 534 |
|
|
2024
Q1 | $99.2K | Sell |
1,374
-22
| -2% | -$1.59K | 0.03% | 346 |
|
|
2023
Q4 | $92K | Hold |
1,396
| – | – | 0.03% | 346 |
|
|
2023
Q3 | $85.8K | Buy |
+1,396
| New | +$85.8K | 0.03% | 350 |
|
|
2023
Q1 | $86K | Buy |
+1,396
| New | +$86K | 0.03% | 340 |
|
|
2022
Q4 | – | Sell |
-1,396
| Closed | -$77K | – | 497 |
|
|
2022
Q3 | $77K | Buy |
+1,396
| New | +$77K | 0.03% | 310 |
|