Patriot Financial Group Insurance Agency’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-336
| Closed | -$13K | – | 1119 |
|
|
2022
Q2 | $13K | Buy |
336
+89
| +36% | +$3.44K | ﹤0.01% | 1156 |
|
|
2022
Q1 | $11K | Sell |
247
-167
| -40% | -$7.44K | ﹤0.01% | 1315 |
|
|
2021
Q4 | $19K | Buy |
414
+19
| +5% | +$872 | ﹤0.01% | 1245 |
|
|
2021
Q3 | $17K | Buy |
395
+78
| +25% | +$3.36K | ﹤0.01% | 1288 |
|
|
2021
Q2 | $14K | Buy |
317
+29
| +10% | +$1.28K | ﹤0.01% | 1323 |
|
|
2021
Q1 | $12K | Sell |
288
-152
| -35% | -$6.33K | ﹤0.01% | 1293 |
|
|
2020
Q4 | $17K | Hold |
440
| – | – | ﹤0.01% | 1029 |
|
|
2020
Q3 | $16K | Buy |
440
+292
| +197% | +$10.6K | 0.01% | 881 |
|
|
2020
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q1 | $4K | Buy |
148
+10
| +7% | +$270 | ﹤0.01% | 1129 |
|
|
2019
Q4 | $5K | Hold |
138
| – | – | ﹤0.01% | 976 |
|
|
2019
Q3 | $5K | Hold |
138
| – | – | ﹤0.01% | 940 |
|
|
2019
Q2 | $5K | Hold |
138
| – | – | ﹤0.01% | 944 |
|
|
2019
Q1 | $4K | Hold |
138
| – | – | ﹤0.01% | 895 |
|
|
2018
Q4 | $4K | Hold |
138
| – | – | ﹤0.01% | 760 |
|
|
2018
Q3 | $4K | Buy |
+138
| New | +$4K | ﹤0.01% | 776 |
|