Valley Wealth Managers’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
Q4 | – | Sell |
-395
| Closed | -$24.3K | – | 357 |
|
|
2023
Q3 | $24.3K | Sell |
395
-153
| -28% | -$9.41K | ﹤0.01% | 250 |
|
|
2023
Q2 | $34.9K | Hold |
548
| – | – | ﹤0.01% | 220 |
|
|
2023
Q1 | $33.9K | Sell |
548
-160
| -23% | -$9.9K | ﹤0.01% | 234 |
|
|
2022
Q4 | $43.9K | Hold |
708
| – | – | ﹤0.01% | 235 |
|
|
2022
Q3 | $39K | Hold |
708
| – | – | ﹤0.01% | 255 |
|
|
2022
Q2 | $42K | Buy |
+708
| New | +$42K | ﹤0.01% | 257 |
|