Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,095
| Closed | -$68K | – | 275 |
|
|
2020
Q3 | $68K | Sell |
1,095
-4,793
| -81% | -$298K | 0.02% | 304 |
|
|
2020
Q2 | $284K | Buy |
5,888
+3,892
| +195% | +$188K | 0.09% | 141 |
|
|
2020
Q1 | $113K | Buy |
+1,996
| New | +$113K | 0.05% | 232 |
|
|
2019
Q4 | – | Sell |
-1,445
| Closed | -$108K | – | 240 |
|
|
2019
Q3 | $108K | Hold |
1,445
| – | – | 0.04% | 307 |
|
|
2019
Q2 | $105K | Hold |
1,445
| – | – | 0.03% | 322 |
|
|
2019
Q1 | $105K | Buy |
+1,445
| New | +$105K | 0.04% | 316 |
|