Loring Wolcott & Coolidge Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$69K | – | 677 |
|
|
2019
Q3 | $69K | Hold |
1,500
| – | – | ﹤0.01% | 380 |
|
|
2019
Q2 | $71K | Hold |
1,500
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $70K | Hold |
1,500
| – | – | ﹤0.01% | 368 |
|
|
2018
Q4 | $64K | Hold |
1,500
| – | – | ﹤0.01% | 380 |
|
|
2018
Q3 | $72K | Buy |
+1,500
| New | +$72K | ﹤0.01% | 384 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$80K | – | 597 |
|
|
2014
Q2 | $80K | Hold |
1,500
| – | – | ﹤0.01% | 383 |
|
|
2014
Q1 | $78K | Hold |
1,500
| – | – | ﹤0.01% | 367 |
|
|
2013
Q4 | $78K | Buy |
+1,500
| New | +$78K | ﹤0.01% | 355 |
|