Sonora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-200
| Closed | -$11K | – | 1746 |
|
|
2020
Q4 | $11K | Sell |
200
-428
| -68% | -$23.5K | ﹤0.01% | 1162 |
|
|
2020
Q3 | $30K | Hold |
628
| – | – | ﹤0.01% | 720 |
|
|
2020
Q2 | $29K | Buy |
628
+200
| +47% | +$9.24K | ﹤0.01% | 639 |
|
|
2020
Q1 | $17K | Hold |
428
| – | – | ﹤0.01% | 824 |
|
|
2019
Q4 | $23K | Hold |
428
| – | – | ﹤0.01% | 818 |
|
|
2019
Q3 | $21K | Hold |
428
| – | – | ﹤0.01% | 838 |
|
|
2019
Q2 | $21K | Buy |
+428
| New | +$21K | ﹤0.01% | 844 |
|