Riverview Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44
| Closed | -$3.2K | – | 827 |
|
|
2024
Q2 | $3.2K | Hold |
44
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $3.18K | Buy |
+44
| New | +$3.18K | ﹤0.01% | 635 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$2.71K | – | 233 |
|
|
2023
Q3 | $2.71K | Hold |
44
| – | – | ﹤0.01% | 666 |
|
|
2023
Q2 | $2.8K | Hold |
44
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $2.72K | Hold |
44
| – | – | ﹤0.01% | 696 |
|
|
2022
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 687 |
|
|
2022
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 704 |
|
|
2022
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 715 |
|
|
2021
Q4 | $3 | Hold |
44
| – | – | ﹤0.01% | 233 |
|
|
2021
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 234 |
|
|
2021
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 222 |
|
|
2021
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 217 |
|
|
2020
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 219 |
|
|
2020
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 235 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 251 |
|
|
2020
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 260 |
|
|
2019
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 263 |
|
|
2019
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 267 |
|
|
2019
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 261 |
|
|
2019
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 383 |
|