Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-161
| Closed | -$12K | – | 321 |
|
|
2022
Q3 | $12K | Buy |
161
+2
| +1% | +$149 | 0.01% | 292 |
|
|
2022
Q2 | $13K | Hold |
159
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $14K | Buy |
+159
| New | +$14K | 0.01% | 312 |
|
|
2021
Q4 | – | Sell |
-159
| Closed | -$12K | – | 287 |
|
|
2021
Q3 | $12K | Hold |
159
| – | – | 0.01% | 320 |
|
|
2021
Q2 | $12K | Hold |
159
| – | – | 0.01% | 335 |
|
|
2021
Q1 | $12K | Buy |
+159
| New | +$12K | 0.01% | 328 |
|