Adams Chetwood Wealth Management’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.43M | Buy |
61,092
+319
| +0.5% | +$12.7K | 1.38% | 17 |
|
|
2021
Q4 | $2.65M | Buy |
60,773
+921
| +2% | +$40.1K | 1.8% | 15 |
|
|
2021
Q3 | $2.42M | Sell |
59,852
-3,832
| -6% | -$155K | 1.75% | 14 |
|
|
2021
Q2 | $2.65M | Sell |
63,684
-3,954
| -6% | -$165K | 1.87% | 13 |
|
|
2021
Q1 | $2.63M | Sell |
67,638
-2,970
| -4% | -$115K | 2% | 11 |
|
|
2020
Q4 | $2.69M | Buy |
70,608
+7,380
| +12% | +$281K | 2.23% | 9 |
|
|
2020
Q3 | $2.11M | Buy |
63,228
+3,178
| +5% | +$106K | 2.03% | 10 |
|
|
2020
Q2 | $1.89M | Buy |
+60,050
| New | +$1.89M | 1.93% | 11 |
|