Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $254K | Hold |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $306K | Hold |
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|
2018
Q1 | $302K | Hold |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $305K | Hold |
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|
2017
Q2 | $295K | Sell |
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|
2017
Q1 | $402K | Hold |
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|
2016
Q4 | $387K | Hold |
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|
2016
Q3 | $373K | Hold |
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|
2016
Q2 | $367K | Hold |
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|
2016
Q1 | $356K | Hold |
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|
2015
Q4 | $345K | Hold |
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|
2015
Q3 | $326K | Sell |
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|
2015
Q2 | $365K | Sell |
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|
2015
Q1 | $376K | Buy |
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|
2014
Q4 | $341K | Hold |
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|
2014
Q3 | $327K | Buy |
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|
2014
Q2 | $304K | Buy |
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