Newport Wealth Strategies’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
2020
Q1
Sell
2019
Q4
$921K Buy
2019
Q3
$801K Hold
2019
Q2
$792K Hold
2019
Q1
$770K Sell
2018
Q4
$829K Sell
2018
Q3
$880K Sell
2018
Q2
$938K Sell
2018
Q1
$1.93M Sell
2017
Q4
$2.21M Buy