Mosaic Financial Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$278K Sell
2018
Q1
$285K Hold
2017
Q4
$297K Hold
2017
Q3
$281K Hold
2017
Q2
$272K Sell
2017
Q1
$282K Hold
2016
Q4
$271K Hold
2016
Q3
$261K Hold
2016
Q2
$257K Buy