Journey Advisory Group’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 |
-5,624
| Closed | -$426K | – | 220 |
|
|
2022
Q3 | $426K | Hold |
5,624
| – | – | 0.11% | 154 |
|
|
2022
Q2 | $476K | Hold |
5,624
| – | – | 0.11% | 154 |
|
|
2022
Q1 | $495K | Hold |
5,624
| – | – | 0.13% | 135 |
|
|
2021
Q4 | $464K | Hold |
5,624
| – | – | 0.13% | 142 |
|
|
2021
Q3 | $433K | Hold |
5,624
| – | – | 0.14% | 130 |
|
|
2021
Q2 | $440K | Hold |
5,624
| – | – | 0.14% | 126 |
|
|
2021
Q1 | $429K | Hold |
5,624
| – | – | 0.15% | 122 |
|
|
2020
Q4 | $390K | Buy |
+5,624
| New | +$390K | 0.15% | 119 |
|