FinTrust Capital Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $847K | Buy |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $530 | Sell |
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|
2020
Q2 | $599K | Sell |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $694K | Buy |
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|
2019
Q3 | $453K | Buy |
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|
2019
Q2 | $15K | Buy |
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