Harbour Investments’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 |
-156
| Closed | -$12.9K | – | 3240 |
|
|
2023
Q4 | $12.9K | Buy |
156
+2
| +1% | +$165 | ﹤0.01% | 2057 |
|
|
2023
Q3 | $12.1K | Buy |
154
+1
| +0.7% | +$78 | ﹤0.01% | 1962 |
|
|
2023
Q2 | $12.2K | Buy |
153
+51
| +50% | +$4.06K | ﹤0.01% | 1958 |
|
|
2023
Q1 | $8.38K | Buy |
102
+1
| +1% | +$82 | ﹤0.01% | 2096 |
|
|
2022
Q4 | $8.67K | Buy |
+101
| New | +$8.67K | ﹤0.01% | 2011 |
|
|
2021
Q4 | – | Sell |
-591
| Closed | -$45K | – | 2882 |
|
|
2021
Q3 | $45K | Hold |
591
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q2 | $46K | Hold |
591
| – | – | ﹤0.01% | 1861 |
|
|
2021
Q1 | $45K | Buy |
+591
| New | +$45K | ﹤0.01% | 1756 |
|