Mark Sheptoff Financial Planning’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 |
-300
| Closed | -$14K | – | 338 |
|
|
2020
Q2 | $14K | Hold |
300
| – | – | 0.01% | 224 |
|
|
2020
Q1 | $12K | Hold |
300
| – | – | 0.01% | 212 |
|
|
2019
Q4 | $16K | Hold |
300
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $15K | Hold |
300
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $15K | Hold |
300
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $14K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | 0.01% | 218 |
|
|
2018
Q3 | $14K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | 0.01% | 254 |
|
|
2018
Q1 | $13K | Hold |
300
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $14K | Hold |
300
| – | – | 0.01% | 258 |
|
|
2017
Q3 | $13K | Hold |
300
| – | – | 0.01% | 267 |
|
|
2017
Q2 | $13K | Sell |
300
-2
| -0.7% | -$87 | 0.01% | 261 |
|
|
2017
Q1 | $12K | Buy |
302
+2
| +0.7% | +$79 | 0.01% | 269 |
|
|
2016
Q4 | $12K | Hold |
300
| – | – | 0.01% | 255 |
|
|
2016
Q3 | $12K | Hold |
300
| – | – | 0.01% | 250 |
|
|
2016
Q2 | $11K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2016
Q1 | $11K | Hold |
300
| – | – | 0.01% | 242 |
|
|
2015
Q4 | $11K | Buy |
+300
| New | +$11K | 0.01% | 265 |
|