Armbruster Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-621
| Closed | -$43K | – | 271 |
|
2017
Q3 | $43K | Hold |
621
| – | – | 0.02% | 132 |
|
2017
Q2 | $42K | Sell |
621
-75
| -11% | -$5.07K | 0.02% | 134 |
|
2017
Q1 | $48K | Hold |
696
| – | – | 0.03% | 128 |
|
2016
Q4 | $47K | Hold |
696
| – | – | 0.03% | 128 |
|
2016
Q3 | $46K | Hold |
696
| – | – | 0.03% | 129 |
|
2016
Q2 | $46K | Hold |
696
| – | – | 0.03% | 133 |
|
2016
Q1 | $44K | Hold |
696
| – | – | 0.03% | 138 |
|
2015
Q4 | $41K | Buy |
+696
| New | +$41K | 0.04% | 144 |
|