Kings Point Capital Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$68K | – | 452 |
|
|
2019
Q4 | $68K | Hold |
1,400
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $64K | Hold |
1,400
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $65K | Hold |
1,400
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $65K | Hold |
1,400
| – | – | 0.01% | 212 |
|
|
2018
Q4 | $58K | Hold |
1,400
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $65K | Hold |
1,400
| – | – | 0.01% | 215 |
|
|
2018
Q2 | $64K | Hold |
1,400
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $65K | Hold |
1,400
| – | – | 0.01% | 210 |
|
|
2017
Q4 | $68K | Buy |
+1,400
| New | +$68K | 0.01% | 204 |
|