American Portfolios Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $596K | Buy |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $334K | Sell |
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|
2020
Q3 | $327K | Sell |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $305K | Hold |
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|
2019
Q4 | $411K | Hold |
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|
2019
Q3 | $386K | Hold |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $452K | Hold |
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|
2018
Q4 | $405K | Hold |
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|
2018
Q3 | $459K | Hold |
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|
2018
Q2 | $436K | Sell |
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|
2018
Q1 | $494K | Sell |
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|
2017
Q4 | $568K | Buy |
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