HCR Wealth Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-35
| Closed | -$1K | – | 190 |
|
|
2020
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 266 |
|
|
2020
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 239 |
|
|
2020
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 244 |
|
|
2020
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 236 |
|
|
2019
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 227 |
|