ACG Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $633K | Sell |
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|
2021
Q1 | $978K | Sell |
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|
2020
Q4 | $969K | Sell |
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|
2020
Q3 | $888K | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $3.22M | Sell |
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|
2019
Q4 | $4.61M | Sell |
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|
2019
Q3 | $5.4M | Buy |
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|
2019
Q2 | $5.25M | Buy |
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|
2019
Q1 | $4.28M | Sell |
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|
2018
Q4 | $3.87M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.95M | Buy |
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