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Northwest Financial Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Northwest Financial Advisors’s Portfolio DHS Stock Details DHS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-508
Closed -$47.7K – 207
2024
Q3 		$47.7K Buy
+508
New +$47.7K 0.04% 236
2024
Q1 		– Sell
-508
Closed -$41.7K – 187
2023
Q4 		$41.7K Buy
+508
New +$41.7K 0.04% 231