Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $38K | Buy |
570
+302
| +113% | +$20.1K | ﹤0.01% | 1593 |
|
|
2021
Q3 | $16K | Hold |
268
| – | – | ﹤0.01% | 1869 |
|
|
2021
Q2 | $16K | Hold |
268
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q1 | $15K | Buy |
+268
| New | +$15K | ﹤0.01% | 1734 |
|
|
2020
Q2 | – | Sell |
-518
| Closed | -$21K | – | 901 |
|
|
2020
Q1 | $21K | Buy |
+518
| New | +$21K | ﹤0.01% | 1248 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$8K | – | 1960 |
|
|
2016
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1728 |
|
|
2016
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1740 |
|
|
2014
Q4 | – | Sell |
-2,472
| Closed | -$88K | – | 1979 |
|
|
2014
Q3 | $88K | Buy |
2,472
+1,760
| +247% | +$62.7K | 0.02% | 698 |
|
|
2014
Q2 | $25K | Buy |
+712
| New | +$25K | 0.01% | 522 |
|