Shine Investment Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,400
| Closed | -$55K | – | 733 |
|
|
2020
Q1 | $55K | Hold |
1,400
| – | – | 0.03% | 254 |
|
|
2019
Q4 | $74K | Hold |
1,400
| – | – | 0.03% | 252 |
|
|
2019
Q3 | $69K | Hold |
1,400
| – | – | 0.03% | 244 |
|
|
2019
Q2 | $68K | Hold |
1,400
| – | – | 0.03% | 250 |
|
|
2019
Q1 | $66K | Hold |
1,400
| – | – | 0.03% | 251 |
|
|
2018
Q4 | $59K | Hold |
1,400
| – | – | 0.03% | 255 |
|
|
2018
Q3 | $67K | Hold |
1,400
| – | – | 0.04% | 254 |
|
|
2018
Q2 | $64K | Hold |
1,400
| – | – | 0.03% | 259 |
|
|
2018
Q1 | $62K | Hold |
1,400
| – | – | 0.03% | 257 |
|
|
2017
Q4 | $65K | Hold |
1,400
| – | – | 0.03% | 246 |
|
|
2017
Q3 | $61K | Hold |
1,400
| – | – | 0.03% | 257 |
|
|
2017
Q2 | $60K | Buy |
+1,400
| New | +$60K | 0.03% | 243 |
|