Resurgent Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-862
| Closed | -$42.5K | – | 262 |
|
|
2023
Q4 | $42.5K | Buy |
862
+6
| +0.7% | +$296 | 0.03% | 364 |
|
|
2023
Q3 | $39.1K | Buy |
856
+22
| +3% | +$1K | 0.03% | 362 |
|
|
2023
Q2 | $39.4K | Hold |
834
| – | – | 0.03% | 366 |
|
|
2023
Q1 | $39K | Buy |
834
+8
| +1% | +$374 | 0.03% | 375 |
|
|
2022
Q4 | $36.4K | Buy |
+826
| New | +$36.4K | 0.02% | 492 |
|