CWM
Cedar Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,151
| Closed | -$168K | – | 269 |
|
|
2021
Q2 | $168K | Sell |
2,151
-3,038
| -59% | -$237K | 0.08% | 113 |
|
|
2021
Q1 | $396K | Buy |
5,189
+17
| +0.3% | +$1.3K | 0.2% | 81 |
|
|
2020
Q4 | $359K | Buy |
5,172
+39
| +0.8% | +$2.71K | 0.19% | 75 |
|
|
2020
Q3 | $321K | Buy |
5,133
+4
| +0.1% | +$250 | 0.2% | 74 |
|
|
2020
Q2 | $319K | Sell |
5,129
-32
| -0.6% | -$1.99K | 0.22% | 65 |
|
|
2020
Q1 | $292K | Buy |
5,161
+3
| +0.1% | +$170 | 0.2% | 61 |
|
|
2019
Q4 | $396K | Sell |
5,158
-189
| -4% | -$14.5K | 0.23% | 49 |
|
|
2019
Q3 | $398K | Buy |
5,347
+4,124
| +337% | +$307K | 0.27% | 38 |
|
|
2019
Q2 | $89K | Buy |
+1,223
| New | +$89K | 0.06% | 91 |
|