Mosaic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $278K | Sell |
6,198
-264
| -4% | -$11.8K | 0.18% | 43 |
|
|
2018
Q1 | $285K | Hold |
6,462
| – | – | 0.17% | 47 |
|
|
2017
Q4 | $297K | Hold |
6,462
| – | – | 0.17% | 45 |
|
|
2017
Q3 | $281K | Hold |
6,462
| – | – | 0.17% | 43 |
|
|
2017
Q2 | $272K | Sell |
6,462
-328
| -5% | -$13.8K | 0.17% | 41 |
|
|
2017
Q1 | $282K | Hold |
6,790
| – | – | 0.18% | 40 |
|
|
2016
Q4 | $271K | Hold |
6,790
| – | – | 0.17% | 41 |
|
|
2016
Q3 | $261K | Hold |
6,790
| – | – | 0.16% | 40 |
|
|
2016
Q2 | $257K | Buy |
+6,790
| New | +$257K | 0.16% | 40 |
|