EPG Wealth 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
Q4 | – | Sell |
-25
| Closed | -$1.95K | – | 431 |
|
|
2023
Q3 | $1.95K | Sell |
25
-103
| -80% | -$8.04K | ﹤0.01% | 405 |
|
|
2023
Q2 | $10.2K | Hold |
128
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $10.5K | Hold |
128
| – | – | ﹤0.01% | 361 |
|
|
2022
Q4 | $11K | Sell |
128
-581
| -82% | -$50K | ﹤0.01% | 327 |
|
|
2022
Q3 | $54K | Buy |
+709
| New | +$54K | 0.02% | 251 |
|
|
2022
Q2 | – | Sell |
-697
| Closed | -$61K | – | 240 |
|
|
2022
Q1 | $61K | Buy |
697
+1
| +0.1% | +$88 | 0.02% | 284 |
|
|
2021
Q4 | $57K | Sell |
696
-65
| -9% | -$5.32K | 0.02% | 283 |
|
|
2021
Q3 | $59K | Buy |
+761
| New | +$59K | 0.02% | 265 |
|
|
2020
Q2 | – | Sell |
-1,186
| Closed | -$67K | – | 281 |
|
|
2020
Q1 | $67K | Buy |
1,186
+407
| +52% | +$23K | 0.05% | 234 |
|
|
2019
Q4 | $60K | Buy |
+779
| New | +$60K | 0.04% | 210 |
|