Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$46K | – | 476 |
|
|
2020
Q2 | $46K | Hold |
1,000
| – | – | 0.01% | 476 |
|
|
2020
Q1 | $40K | Hold |
1,000
| – | – | 0.01% | 456 |
|
|
2019
Q4 | $53K | Buy |
+1,000
| New | +$53K | 0.01% | 470 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$47K | – | 376 |
|
|
2019
Q1 | $47K | Hold |
1,000
| – | – | 0.01% | 391 |
|
|
2018
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.01% | 396 |
|