Kings Point Capital Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $25K | Hold |
282
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $23K | Hold |
282
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $22K | Hold |
282
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $22K | Hold |
282
| – | – | ﹤0.01% | 438 |
|
|
2021
Q1 | $22K | Hold |
282
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $20K | Sell |
282
-205
| -42% | -$14.5K | ﹤0.01% | 417 |
|
|
2020
Q3 | $30K | Buy |
+487
| New | +$30K | ﹤0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$54K | – | 453 |
|
|
2019
Q4 | $54K | Hold |
700
| – | – | 0.01% | 298 |
|
|
2019
Q3 | $52K | Hold |
700
| – | – | 0.01% | 281 |
|
|
2019
Q2 | $51K | Hold |
700
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $51K | Hold |
700
| – | – | 0.01% | 235 |
|
|
2018
Q4 | $46K | Hold |
700
| – | – | 0.01% | 231 |
|
|
2018
Q3 | $51K | Hold |
700
| – | – | 0.01% | 239 |
|
|
2018
Q2 | $49K | Hold |
700
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $48K | Hold |
700
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $51K | Buy |
+700
| New | +$51K | 0.01% | 229 |
|