Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$19K | – | 337 |
|
|
2020
Q2 | $19K | Hold |
300
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $17K | Hold |
300
| – | – | 0.01% | 186 |
|
|
2019
Q4 | $23K | Hold |
300
| – | – | 0.01% | 203 |
|
|
2019
Q3 | $22K | Hold |
300
| – | – | 0.01% | 201 |
|
|
2019
Q2 | $22K | Hold |
300
| – | – | 0.02% | 207 |
|
|
2019
Q1 | $22K | Hold |
300
| – | – | 0.02% | 204 |
|
|
2018
Q4 | $20K | Hold |
300
| – | – | 0.02% | 192 |
|
|
2018
Q3 | $22K | Hold |
300
| – | – | 0.02% | 229 |
|
|
2018
Q2 | $21K | Hold |
300
| – | – | 0.02% | 221 |
|
|
2018
Q1 | $20K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2017
Q4 | $22K | Hold |
300
| – | – | 0.01% | 230 |
|
|
2017
Q3 | $21K | Sell |
300
-49
| -14% | -$3.43K | 0.01% | 233 |
|
|
2017
Q2 | $24K | Sell |
349
-1
| -0.3% | -$69 | 0.02% | 216 |
|
|
2017
Q1 | $24K | Buy |
350
+1
| +0.3% | +$69 | 0.02% | 218 |
|
|
2016
Q4 | $23K | Hold |
349
| – | – | 0.02% | 209 |
|
|
2016
Q3 | $23K | Buy |
349
+49
| +16% | +$3.23K | 0.02% | 209 |
|
|
2016
Q2 | $20K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2016
Q1 | $19K | Hold |
300
| – | – | 0.02% | 210 |
|
|
2015
Q4 | $18K | Buy |
+300
| New | +$18K | 0.01% | 227 |
|