Advocacy Wealth Management Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-332
| Closed | -$9K | – | 156 |
|
|
2018
Q4 | $9K | Hold |
332
| – | – | 0.01% | 122 |
|
|
2018
Q3 | $11K | Buy |
+332
| New | +$11K | 0.01% | 123 |
|
|
2018
Q2 | – | Sell |
-332
| Closed | -$10K | – | 184 |
|
|
2018
Q1 | $10K | Hold |
332
| – | – | 0.01% | 140 |
|
|
2017
Q4 | $11K | Sell |
332
-332
| -50% | -$11K | 0.01% | 150 |
|
|
2017
Q3 | $19K | Buy |
664
+332
| +100% | +$9.5K | 0.01% | 138 |
|
|
2017
Q2 | $10K | Hold |
332
| – | – | ﹤0.01% | 189 |
|
|
2017
Q1 | $9K | Sell |
332
-21
| -6% | -$569 | ﹤0.01% | 219 |
|
|
2016
Q4 | $9K | Hold |
353
| – | – | ﹤0.01% | 212 |
|
|
2016
Q3 | $9K | Buy |
+353
| New | +$9K | ﹤0.01% | 274 |
|