Rockbridge Investment Management’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
Q1 | – | Sell |
-588
| Closed | -$39K | – | 247 |
|
|
2023
Q4 | $39K | Buy |
+588
| New | +$39K | 0.01% | 257 |
|
|
2022
Q3 | – | Sell |
-624
| Closed | -$36.9K | – | 235 |
|
|
2022
Q2 | $36.9K | Hold |
624
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $41.2K | Sell |
624
-28
| -4% | -$1.85K | 0.01% | 323 |
|
|
2021
Q4 | $43K | Buy |
+652
| New | +$43K | 0.01% | 369 |
|