Private Ocean’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,546
| Closed | -$130K | – | 499 |
|
|
2020
Q1 | $130K | Sell |
3,546
-3,546
| -50% | -$130K | 0.04% | 117 |
|
|
2019
Q4 | $348K | Hold |
7,092
| – | – | 0.08% | 68 |
|
|
2019
Q3 | $326K | Buy |
7,092
+3,546
| +100% | +$163K | 0.08% | 72 |
|
|
2019
Q2 | $167K | Hold |
3,546
| – | – | 0.04% | 99 |
|
|
2019
Q1 | $164K | Buy |
+3,546
| New | +$164K | 0.04% | 108 |
|