Rockbridge Investment Management’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 |
-1,057
| Closed | -$52.1K | – | 251 |
|
|
2023
Q4 | $52.1K | Buy |
+1,057
| New | +$52.1K | 0.01% | 238 |
|
|
2022
Q3 | – | Sell |
-1,032
| Closed | -$43.2K | – | 240 |
|
|
2022
Q2 | $43.2K | Hold |
1,032
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $50.8K | Hold |
1,032
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $51K | Buy |
+1,032
| New | +$51K | 0.01% | 343 |
|
|
2021
Q2 | – | Sell |
-19
| Closed | -$1K | – | 732 |
|
|
2021
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 679 |
|