Clear Creek Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,088
| Closed | -$266K | – | 311 |
|
|
2022
Q4 | $266K | Buy |
3,088
+100
| +3% | +$8.61K | 0.06% | 230 |
|
|
2022
Q3 | $227K | Hold |
2,988
| – | – | 0.05% | 237 |
|
|
2022
Q2 | $246K | Hold |
2,988
| – | – | 0.05% | 243 |
|
|
2022
Q1 | $263K | Sell |
2,988
-91
| -3% | -$8.01K | 0.04% | 277 |
|
|
2021
Q4 | $254K | Buy |
3,079
+355
| +13% | +$29.3K | 0.04% | 277 |
|
|
2021
Q3 | $210K | Sell |
2,724
-493
| -15% | -$38K | 0.03% | 291 |
|
|
2021
Q2 | $252K | Buy |
+3,217
| New | +$252K | 0.04% | 258 |
|