Peachtree Investment Advisors’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
Q4 | $254K | Hold |
6,018
| – | – | 0.2% | 64 |
|
|
2018
Q3 | $287K | Sell |
6,018
-800
| -12% | -$38.2K | 0.2% | 65 |
|
|
2018
Q2 | $306K | Hold |
6,818
| – | – | 0.22% | 64 |
|
|
2018
Q1 | $302K | Hold |
6,818
| – | – | 0.23% | 66 |
|
|
2017
Q4 | $314K | Sell |
6,818
-200
| -3% | -$9.21K | 0.24% | 69 |
|
|
2017
Q3 | $305K | Hold |
7,018
| – | – | 0.26% | 68 |
|
|
2017
Q2 | $295K | Sell |
7,018
-2,670
| -28% | -$112K | 0.25% | 73 |
|
|
2017
Q1 | $402K | Hold |
9,688
| – | – | 0.37% | 60 |
|
|
2016
Q4 | $387K | Hold |
9,688
| – | – | 0.38% | 65 |
|
|
2016
Q3 | $373K | Hold |
9,688
| – | – | 0.37% | 63 |
|
|
2016
Q2 | $367K | Hold |
9,688
| – | – | 0.37% | 67 |
|
|
2016
Q1 | $356K | Hold |
9,688
| – | – | 0.36% | 68 |
|
|
2015
Q4 | $345K | Hold |
9,688
| – | – | 0.36% | 71 |
|
|
2015
Q3 | $326K | Sell |
9,688
-378
| -4% | -$12.7K | 0.34% | 78 |
|
|
2015
Q2 | $365K | Sell |
10,066
-200
| -2% | -$7.25K | 0.27% | 91 |
|
|
2015
Q1 | $376K | Buy |
10,266
+1,076
| +12% | +$39.4K | 0.27% | 92 |
|
|
2014
Q4 | $341K | Hold |
9,190
| – | – | 0.23% | 107 |
|
|
2014
Q3 | $327K | Buy |
9,190
+602
| +7% | +$21.4K | 0.22% | 108 |
|
|
2014
Q2 | $304K | Buy |
+8,588
| New | +$304K | 0.2% | 108 |
|