Laurel Wealth Advisors (California)’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $222K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $236K | Buy |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $218K | Buy |
|