BHWA
DHS icon

Beacon Harbor Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-67,913
Closed -$5.61M 72
2021
Q4
$5.61M Buy
+67,913
New +$5.61M 1.86% 19
2021
Q1
Sell
-5,190
Closed -$360K 70
2020
Q4
$360K Buy
+5,190
New +$360K 0.15% 59