KFP
Keystone Financial Planning’s WisdomTree International High Dividend Fund DTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-14,706
| Closed | -$622K | – | 45 |
|
|
2014
Q4 | $622K | Sell |
14,706
-224
| -2% | -$9.47K | 0.46% | 36 |
|
|
2014
Q3 | $679K | Hold |
14,930
| – | – | 0.51% | 34 |
|
|
2014
Q2 | $733K | Sell |
14,930
-3,125
| -17% | -$153K | 0.55% | 35 |
|
|
2014
Q1 | $862K | Sell |
18,055
-46,885
| -72% | -$2.24M | 0.67% | 35 |
|
|
2013
Q4 | $3.08M | Buy |
+64,940
| New | +$3.08M | 2.46% | 21 |
|