PWA
Phoenix Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,788
| Closed | -$138K | – | 172 |
|
|
2021
Q3 | $138K | Hold |
1,788
| – | – | 0.1% | 133 |
|
|
2021
Q2 | $139K | Hold |
1,788
| – | – | 0.1% | 137 |
|
|
2021
Q1 | $137K | Sell |
1,788
-710
| -28% | -$54.4K | 0.11% | 134 |
|
|
2020
Q4 | $173K | Buy |
+2,498
| New | +$173K | 0.13% | 117 |
|