Paracle Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $782K | Sell |
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|
2020
Q4 | $718K | Sell |
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|
2020
Q3 | $698K | Hold |
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|
2020
Q2 | $696K | Buy |
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|
2020
Q1 | $601K | Hold |
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|
2019
Q4 | $815K | Hold |
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|
2019
Q3 | $790K | Hold |
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|
2019
Q2 | $772K | Hold |
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|
2019
Q1 | $769K | Sell |
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|
2018
Q4 | $707K | Sell |
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|
2018
Q3 | $803K | Hold |
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|
2018
Q2 | $779K | Sell |
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|
2018
Q1 | $792K | Sell |
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|
2017
Q4 | $900K | Sell |
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|
2017
Q3 | $886K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $876K | Sell |
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|
2016
Q4 | $885K | Sell |
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|
2016
Q3 | $884K | Sell |
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|
2016
Q2 | $926K | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $994K | Sell |
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|
2015
Q3 | $967K | Sell |
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|
2015
Q2 | $1.19M | Buy |
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|
2015
Q1 | $1.21M | Sell |
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|
2014
Q4 | $1.28M | Sell |
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|
2014
Q3 | $1.42M | Buy |
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