Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-383
| Closed | -$31.5K | – | 867 |
|
|
2023
Q4 | $31.5K | Hold |
383
| – | – | 0.01% | 424 |
|
|
2023
Q3 | $29.9K | Hold |
383
| – | – | 0.01% | 447 |
|
|
2023
Q2 | $30.5K | Hold |
383
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $31.5K | Hold |
383
| – | – | 0.01% | 418 |
|
|
2022
Q4 | $33K | Buy |
+383
| New | +$33K | 0.01% | 452 |
|
|
2022
Q3 | – | Sell |
-594
| Closed | -$49K | – | 388 |
|
|
2022
Q2 | $49K | Hold |
594
| – | – | 0.01% | 381 |
|
|
2022
Q1 | $52K | Buy |
594
+250
| +73% | +$21.9K | 0.01% | 429 |
|
|
2021
Q4 | $28K | Buy |
+344
| New | +$28K | 0.01% | 569 |
|