Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $76K | Hold |
1,221
| – | – | 0.03% | 249 |
|
|
2020
Q1 | $69K | Hold |
1,221
| – | – | 0.03% | 238 |
|
|
2019
Q4 | $94K | Hold |
1,221
| – | – | 0.03% | 237 |
|
|
2019
Q3 | $91K | Hold |
1,221
| – | – | 0.03% | 244 |
|
|
2019
Q2 | $89K | Sell |
1,221
-68
| -5% | -$4.96K | 0.03% | 246 |
|
|
2019
Q1 | $93K | Hold |
1,289
| – | – | 0.04% | 223 |
|
|
2018
Q4 | $84K | Hold |
1,289
| – | – | 0.04% | 214 |
|
|
2018
Q3 | $93K | Hold |
1,289
| – | – | 0.04% | 212 |
|
|
2018
Q2 | $90K | Hold |
1,289
| – | – | 0.05% | 204 |
|
|
2018
Q1 | $87K | Hold |
1,289
| – | – | 0.05% | 207 |
|
|
2017
Q4 | $93K | Buy |
+1,289
| New | +$93K | 0.07% | 168 |
|