SWP
ShoreHaven Wealth Partners’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
6,684
-10,672
| -61% | -$1.02M | 0.26% | 61 |
|
|
2025
Q1 | $1.72M | Buy |
17,356
+301
| +2% | +$29.8K | 0.82% | 33 |
|
|
2024
Q4 | $1.59M | Buy |
17,055
+181
| +1% | +$16.9K | 0.75% | 31 |
|
|
2024
Q3 | $1.58M | Sell |
16,874
-1,176
| -7% | -$110K | 0.76% | 31 |
|
|
2024
Q2 | $1.53M | Sell |
18,050
-2,011
| -10% | -$170K | 0.8% | 29 |
|
|
2024
Q1 | $1.74M | Buy |
20,061
+982
| +5% | +$85.1K | 0.96% | 25 |
|
|
2023
Q4 | $1.57M | Buy |
19,079
+652
| +4% | +$53.6K | 0.95% | 28 |
|
|
2023
Q3 | $1.44M | Sell |
18,427
-867
| -4% | -$67.7K | 0.99% | 26 |
|
|
2023
Q2 | $1.54M | Sell |
19,294
-182
| -0.9% | -$14.5K | 1.03% | 27 |
|
|
2023
Q1 | $1.6M | Sell |
19,476
-643
| -3% | -$52.9K | 1.12% | 25 |
|
|
2022
Q4 | $1.73M | Sell |
20,119
-4,123
| -17% | -$355K | 1.22% | 22 |
|
|
2022
Q3 | $1.84M | Sell |
24,242
-13,313
| -35% | -$1.01M | 1.4% | 21 |
|
|
2022
Q2 | $3.09M | Buy |
37,555
+3,698
| +11% | +$304K | 2.22% | 11 |
|
|
2022
Q1 | $2.98M | Buy |
33,857
+8,272
| +32% | +$729K | 1.57% | 22 |
|
|
2021
Q4 | $2.11M | Buy |
25,585
+100
| +0.4% | +$8.25K | 1.05% | 24 |
|
|
2021
Q3 | $1.96M | Buy |
25,485
+4,491
| +21% | +$346K | 1.02% | 26 |
|
|
2021
Q2 | $1.64M | Buy |
20,994
+2,484
| +13% | +$194K | 0.88% | 26 |
|
|
2021
Q1 | $1.41M | Buy |
+18,510
| New | +$1.41M | 0.77% | 31 |
|