Main Street Financial Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,401
| Closed | -$285K | – | 456 |
|
|
2021
Q4 | $285K | Buy |
4,401
+15
| +0.3% | +$971 | 0.04% | 383 |
|
|
2021
Q3 | $257K | Buy |
4,386
+12
| +0.3% | +$703 | 0.04% | 389 |
|
|
2021
Q2 | $259K | Buy |
4,374
+224
| +5% | +$13.3K | 0.04% | 379 |
|
|
2021
Q1 | $235K | Buy |
4,150
+4
| +0.1% | +$227 | 0.04% | 377 |
|
|
2020
Q4 | $217K | Buy |
+4,146
| New | +$217K | 0.04% | 356 |
|