KKAMG
Kernodle & Katon Asset Management Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-70
| Closed | -$6K | – | 341 |
|
|
2016
Q4 | $6K | Sell |
70
-40
| -36% | -$3.43K | ﹤0.01% | 246 |
|
|
2016
Q3 | $9K | Hold |
110
| – | – | 0.01% | 252 |
|
|
2016
Q2 | $8K | Hold |
110
| – | – | 0.01% | 224 |
|
|
2016
Q1 | $8K | Hold |
110
| – | – | 0.01% | 222 |
|
|
2015
Q4 | $8K | Buy |
+110
| New | +$8K | 0.01% | 216 |
|