MWM
Maripau Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,850
| Closed | -$247K | – | 153 |
|
|
2024
Q1 | $247K | Buy |
+2,850
| New | +$247K | 0.19% | 113 |
|
|
2023
Q4 | – | Sell |
-5,469
| Closed | -$427K | – | 116 |
|
|
2023
Q3 | $427K | Buy |
5,469
+663
| +14% | +$51.8K | 0.39% | 57 |
|
|
2023
Q2 | $382K | Buy |
+4,806
| New | +$382K | 0.34% | 58 |
|