American Portfolios Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $37.2K | Buy |
903
+55
| +6% | +$2.26K | ﹤0.01% | 1874 |
|
|
2022
Q2 | $39K | Hold |
848
| – | – | ﹤0.01% | 1896 |
|
|
2022
Q1 | $43.3K | Buy |
848
+685
| +420% | +$35K | ﹤0.01% | 1955 |
|
|
2021
Q4 | $8.16K | Buy |
163
+100
| +159% | +$5K | ﹤0.01% | 2704 |
|
|
2021
Q3 | $2.95K | Hold |
63
| – | – | ﹤0.01% | 3047 |
|
|
2021
Q2 | $3.04K | Sell |
63
-4,543
| -99% | -$219K | ﹤0.01% | 3016 |
|
|
2021
Q1 | $216K | Sell |
4,606
-287
| -6% | -$13.5K | 0.01% | 989 |
|
|
2020
Q4 | $209K | Buy |
4,893
+4,830
| +7,667% | +$207K | 0.01% | 867 |
|
|
2020
Q3 | $2.38K | Hold |
63
| – | – | ﹤0.01% | 2542 |
|
|
2020
Q2 | $2.42K | Hold |
63
| – | – | ﹤0.01% | 2481 |
|
|
2020
Q1 | $2.15K | Hold |
63
| – | – | ﹤0.01% | 2372 |
|
|
2019
Q4 | $3.05K | Sell |
63
-85
| -57% | -$4.11K | ﹤0.01% | 2451 |
|
|
2019
Q3 | $6.81K | Hold |
148
| – | – | ﹤0.01% | 2072 |
|
|
2019
Q2 | $6.86K | Hold |
148
| – | – | ﹤0.01% | 2048 |
|
|
2019
Q1 | $6.82K | Hold |
148
| – | – | ﹤0.01% | 1970 |
|
|
2018
Q4 | $6.18K | Buy |
148
+63
| +74% | +$2.63K | ﹤0.01% | 1797 |
|
|
2018
Q3 | $3.96K | Hold |
85
| – | – | ﹤0.01% | 2071 |
|
|
2018
Q2 | $3.9K | Hold |
85
| – | – | ﹤0.01% | 2054 |
|
|
2018
Q1 | $3.96K | Hold |
85
| – | – | ﹤0.01% | 1953 |
|
|
2017
Q4 | $4.12K | Buy |
+85
| New | +$4.12K | ﹤0.01% | 1902 |
|