Rollins Financial DLN Holdings History
Rollins Financial's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2023-12-31, Rollins Financial held - shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rollins Financial now holds 0% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2020Q4. And since then Rollins Financial has made 4 purchases of DLN, at an average price of $60.34, for a total of 71,387.00 shares. In addition, there have been 7 sales at an average price of $62.20 for 71,387.00 shares. Based on historical transaction data and DLN's current price of $83.00, Rollins Financial's estimated gain on his DLN holdings is $132,953.27, reflecting a 3.09% gain to date.
Rollins Financial DLN ($83.00) Holding Chart
Rollins Financial DLN ($83.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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