Keystone Financial Planning’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.87M | Sell |
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|
2015
Q4 | $2.88M | Buy |
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|
2015
Q3 | $2.71M | Hold |
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|
2015
Q2 | $2.9M | Sell |
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|
2015
Q1 | $2.98M | Sell |
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|
2014
Q4 | $3.22M | Sell |
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|
2014
Q3 | $3.46M | Sell |
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|
2014
Q2 | $4.2M | Sell |
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|
2014
Q1 | $4.04M | Sell |
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|
2013
Q4 | $4.37M | Buy |
|