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Sonora Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sonora Investment Management’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-200
Closed -$11K – 1746
2020
Q4 		$11K Sell
200
-428
-68% -$21.9K ﹤0.01% 1162
2020
Q3 		$30K Hold
628
– – ﹤0.01% 720
2020
Q2 		$29K Buy
628
+200
+47% +$9K ﹤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 +$20.4K ﹤0.01% 844

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