Shine Investment Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.79M | Hold |
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2020
Q2 | $1.71M | Hold |
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2020
Q1 | $1.49M | Hold |
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|
2019
Q4 | $1.95M | Sell |
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|
2019
Q3 | $1.92M | Hold |
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|
2019
Q2 | $1.88M | Hold |
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|
2019
Q1 | $1.83M | Hold |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.7M | Hold |
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|
2018
Q1 | $1.67M | Hold |
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|
2017
Q4 | $1.74M | Hold |
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|
2017
Q3 | $1.64M | Hold |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $1.57M | Sell |
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|
2016
Q4 | $1.53M | Sell |
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|
2016
Q3 | $1.5M | Hold |
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|
2016
Q2 | $1.47M | Sell |
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|
2016
Q1 | $1.47M | Sell |
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|
2015
Q4 | $1.47M | Hold |
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|
2015
Q3 | $1.39M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.51M | Hold |
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|
2014
Q4 | $1.53M | Sell |
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|
2014
Q3 | $1.48M | Sell |
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|
2014
Q2 | $1.48M | Buy |
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