MYCIO Wealth Partners’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
Q1 | – | Sell |
-1,002
| Closed | -$77K | – | 106 |
|
|
2019
Q4 | $77K | Hold |
1,002
| – | – | 0.01% | 372 |
|
|
2019
Q3 | $75K | Hold |
1,002
| – | – | 0.01% | 340 |
|
|
2019
Q2 | $73K | Buy |
+1,002
| New | +$73K | 0.01% | 327 |
|
|
2016
Q4 | – | Sell |
-950
| Closed | -$63K | – | 322 |
|
|
2016
Q3 | $63K | Buy |
+950
| New | +$63K | 0.01% | 312 |
|