JP Morgan Private Wealth Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $208K | Hold |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $316K | Hold |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $303K | Hold |
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|
2019
Q1 | $301K | Buy |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $349K | Sell |
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|
2018
Q2 | $367K | Hold |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $502K | Hold |
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|
2017
Q2 | $482K | Buy |
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|
2017
Q1 | $457K | Buy |
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|
2016
Q4 | $244K | Buy |
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|
2016
Q3 | $236K | Hold |
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|
2016
Q2 | $230K | Buy |
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