CIA
Compass Ion Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,190
| Closed | -$252K | – | 229 |
|
|
2023
Q3 | $252K | Hold |
4,190
| – | – | 0.04% | 201 |
|
|
2023
Q2 | $260K | Hold |
4,190
| – | – | 0.07% | 67 |
|
|
2023
Q1 | $254K | Hold |
4,190
| – | – | 0.06% | 63 |
|
|
2022
Q4 | $254K | Hold |
4,190
| – | – | 0.07% | 58 |
|
|
2022
Q3 | $227K | Hold |
4,190
| – | – | 0.06% | 67 |
|
|
2022
Q2 | $243K | Hold |
4,190
| – | – | 0.07% | 65 |
|
|
2022
Q1 | $271K | Buy |
+4,190
| New | +$271K | 0.08% | 69 |
|