Accel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-130
| Closed | -$7.88K | – | 352 |
|
|
2023
Q1 | $7.88K | Hold |
130
| – | – | ﹤0.01% | 947 |
|
|
2022
Q4 | $7.89K | Hold |
130
| – | – | ﹤0.01% | 757 |
|
|
2022
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 795 |
|
|
2022
Q2 | $8K | Hold |
130
| – | – | ﹤0.01% | 739 |
|
|
2022
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 736 |
|
|
2021
Q4 | $8K | Hold |
130
| – | – | ﹤0.01% | 740 |
|
|
2021
Q3 | $8K | Buy |
+130
| New | +$8K | 0.01% | 674 |
|