Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $41K | Hold |
660
| – | – | 0.02% | 238 |
|
|
2014
Q3 | $39K | Hold |
660
| – | – | 0.02% | 259 |
|
|
2014
Q2 | $39K | Hold |
660
| – | – | 0.02% | 243 |
|
|
2014
Q1 | $37K | Hold |
660
| – | – | 0.02% | 235 |
|
|
2013
Q4 | $36K | Hold |
660
| – | – | 0.02% | 217 |
|
|
2013
Q3 | $34K | Hold |
660
| – | – | 0.02% | 220 |
|
|
2013
Q2 | $34K | Buy |
+660
| New | +$34K | 0.02% | 213 |
|