BerganKDV Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $835K | Hold |
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2023
Q1 | $864K | Hold |
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|
2022
Q4 | $903K | Sell |
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|
2022
Q3 | $834K | Sell |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.53M | Hold |
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|
2021
Q3 | $1.43M | Hold |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.49M | Hold |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | $273K | Sell |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $554K | Buy |
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|
2017
Q3 | $213K | Buy |
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