MARION WEALTH MANAGEMENT – WisdomTree U.S. LargeCap Dividend Fund Transaction History
MARION WEALTH MANAGEMENT portfolio value:
$202,000
portfolio value
MARION WEALTH MANAGEMENT quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -32.84% | -1.79K shares | -120K | $55.26 | 3.66K |
| Q2 2022 | share | Increase | +0.22% | 12 shares | -35K | $59.1 | 5.45K |
| Q1 2022 | share | Increase | +0.15% | 8 shares | -2K | $65.72 | 5.43K |
| Q4 2021 | share | Increase | 0.00% | 5.43K shares | 359K | $66 | 5.43K |