Red Tortoise LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14
| Closed | -$861 | – | 546 |
|
|
2023
Q3 | $861 | Sell |
14
-14
| -50% | -$861 | ﹤0.01% | 531 |
|
|
2023
Q2 | $1.78K | Sell |
28
-44
| -61% | -$2.8K | ﹤0.01% | 479 |
|
|
2023
Q1 | $4.45K | Sell |
72
-45
| -38% | -$2.78K | ﹤0.01% | 293 |
|
|
2022
Q4 | $7.25K | Buy |
+117
| New | +$7.25K | 0.01% | 261 |
|
|
2021
Q4 | – | Sell |
-278
| Closed | -$8K | – | 202 |
|
|
2021
Q3 | $8K | Buy |
+278
| New | +$8K | 0.01% | 225 |
|