Liberty Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-28
| Closed | -$2K | – | 412 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 912 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 796 |
|
|
2020
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 774 |
|
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 786 |
|
|
2019
Q4 | $1K | Buy |
28
+2
| +8% | +$71 | ﹤0.01% | 814 |
|
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 782 |
|
|
2019
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 809 |
|
|
2019
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 666 |
|
|
2018
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 704 |
|