Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-400
| Closed | -$31K | – | 165 |
|
|
2021
Q2 | $31K | Buy |
+400
| New | +$31K | 0.01% | 182 |
|
|
2020
Q1 | – | Sell |
-1,388
| Closed | -$107K | – | 198 |
|
|
2019
Q4 | $107K | Buy |
1,388
+6
| +0.4% | +$463 | 0.05% | 99 |
|
|
2019
Q3 | $103K | Buy |
1,382
+4
| +0.3% | +$298 | 0.05% | 101 |
|
|
2019
Q2 | $100K | Buy |
+1,378
| New | +$100K | 0.05% | 88 |
|
|
2019
Q1 | – | Sell |
-5,870
| Closed | -$233K | – | 61 |
|
|
2018
Q4 | $233K | Buy |
+5,870
| New | +$233K | 0.15% | 33 |
|