Willingdon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $12K | Hold |
292
| – | – | ﹤0.01% | 193 |
|
|
2019
Q4 | $15K | Hold |
292
| – | – | ﹤0.01% | 227 |
|
|
2019
Q3 | $14K | Hold |
292
| – | – | ﹤0.01% | 230 |
|
|
2019
Q2 | $14K | Sell |
292
-68
| -19% | -$3.26K | ﹤0.01% | 221 |
|
|
2019
Q1 | $17K | Hold |
360
| – | – | ﹤0.01% | 224 |
|
|
2018
Q4 | $15K | Hold |
360
| – | – | ﹤0.01% | 248 |
|
|
2018
Q3 | $17K | Hold |
360
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $16K | Buy |
+360
| New | +$16K | ﹤0.01% | 246 |
|