Orion Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-260
| Closed | -$15K | – | 394 |
|
|
2022
Q2 | $15K | Hold |
260
| – | – | 0.01% | 286 |
|
|
2022
Q1 | $17K | Hold |
260
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $17K | Hold |
260
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $16K | Hold |
260
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $16K | Hold |
260
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $15K | Hold |
260
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $14K | Buy |
+260
| New | +$14K | 0.01% | 226 |
|