PWA
Phoenix Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,100
| Closed | -$131K | – | 174 |
|
|
2021
Q3 | $131K | Hold |
1,100
| – | – | 0.1% | 138 |
|
|
2021
Q2 | $133K | Hold |
1,100
| – | – | 0.1% | 139 |
|
|
2021
Q1 | $127K | Hold |
1,100
| – | – | 0.1% | 138 |
|
|
2020
Q4 | $118K | Buy |
+1,100
| New | +$118K | 0.09% | 137 |
|