1834 Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-255
| Closed | -$15K | – | 263 |
|
|
2022
Q2 | $15K | Hold |
255
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $16K | Sell |
255
-225
| -47% | -$14.1K | ﹤0.01% | 321 |
|
|
2021
Q4 | $31K | Sell |
480
-160
| -25% | -$10.3K | ﹤0.01% | 293 |
|
|
2021
Q3 | $38K | Hold |
640
| – | – | ﹤0.01% | 285 |
|
|
2021
Q2 | $38K | Hold |
640
| – | – | ﹤0.01% | 288 |
|
|
2021
Q1 | $36K | Hold |
640
| – | – | ﹤0.01% | 285 |
|
|
2020
Q4 | $34K | Hold |
640
| – | – | ﹤0.01% | 283 |
|
|
2020
Q3 | $30K | Hold |
640
| – | – | ﹤0.01% | 286 |
|
|
2020
Q2 | $29K | Hold |
640
| – | – | ﹤0.01% | 272 |
|
|
2020
Q1 | $25K | Hold |
640
| – | – | ﹤0.01% | 288 |
|
|
2019
Q4 | $34K | Buy |
+640
| New | +$34K | 0.01% | 295 |
|