TIAA FSB’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,493
| Closed | -$216K | – | 576 |
|
|
2023
Q1 | $216K | Sell |
3,493
-118
| -3% | -$7.3K | ﹤0.01% | 529 |
|
|
2022
Q4 | $224K | Sell |
3,611
-398
| -10% | -$24.7K | ﹤0.01% | 522 |
|
|
2022
Q3 | $222K | Sell |
4,009
-4,597
| -53% | -$255K | ﹤0.01% | 522 |
|
|
2022
Q2 | $509K | Buy |
+8,606
| New | +$509K | ﹤0.01% | 410 |
|