Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-410
| Closed | -$24K | – | 398 |
|
|
2021
Q3 | $24K | Hold |
410
| – | – | 0.01% | 599 |
|
|
2021
Q2 | $25K | Hold |
410
| – | – | 0.01% | 461 |
|
|
2021
Q1 | $21K | Hold |
410
| – | – | 0.01% | 446 |
|
|
2020
Q4 | $21K | Hold |
410
| – | – | 0.01% | 443 |
|
|
2020
Q3 | $20K | Hold |
410
| – | – | 0.01% | 398 |
|
|
2020
Q2 | $19K | Hold |
410
| – | – | 0.01% | 384 |
|
|
2020
Q1 | $17K | Hold |
410
| – | – | 0.01% | 381 |
|
|
2019
Q4 | $22K | Hold |
410
| – | – | 0.02% | 400 |
|
|
2019
Q3 | $20K | Hold |
410
| – | – | 0.02% | 395 |
|
|
2019
Q2 | $20K | Hold |
410
| – | – | 0.02% | 409 |
|
|
2019
Q1 | $19K | Hold |
410
| – | – | 0.01% | 354 |
|
|
2018
Q4 | $17K | Buy |
+410
| New | +$17K | 0.01% | 353 |
|