Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$14K | – | 340 |
|
|
2020
Q2 | $14K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2020
Q1 | $12K | Hold |
300
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $16K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $15K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2019
Q2 | $15K | Hold |
300
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $14K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | 0.01% | 219 |
|
|
2018
Q3 | $14K | Hold |
300
| – | – | 0.01% | 264 |
|
|
2018
Q2 | $14K | Hold |
300
| – | – | 0.01% | 250 |
|
|
2018
Q1 | $13K | Hold |
300
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $14K | Hold |
300
| – | – | 0.01% | 259 |
|
|
2017
Q3 | $13K | Hold |
300
| – | – | 0.01% | 268 |
|
|
2017
Q2 | $13K | Sell |
300
-2
| -0.7% | -$87 | 0.01% | 262 |
|
|
2017
Q1 | $13K | Buy |
302
+2
| +0.7% | +$86 | 0.01% | 260 |
|
|
2016
Q4 | $12K | Hold |
300
| – | – | 0.01% | 256 |
|
|
2016
Q3 | $12K | Hold |
300
| – | – | 0.01% | 251 |
|
|
2016
Q2 | $12K | Hold |
300
| – | – | 0.01% | 240 |
|
|
2016
Q1 | $11K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2015
Q4 | $11K | Buy |
+300
| New | +$11K | 0.01% | 266 |
|