Sonora Investment Management’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 | $81K | Sell |
1,050
-100
| -9% | -$7.71K | 0.01% | 328 |
|
|
2021
Q2 | $90K | Sell |
1,150
-100
| -8% | -$7.83K | 0.01% | 293 |
|
|
2021
Q1 | $95K | Buy |
1,250
+400
| +47% | +$30.4K | 0.01% | 422 |
|
|
2020
Q4 | $59K | Hold |
850
| – | – | ﹤0.01% | 550 |
|
|
2020
Q3 | $53K | Hold |
850
| – | – | ﹤0.01% | 560 |
|
|
2020
Q2 | $53K | Hold |
850
| – | – | 0.01% | 487 |
|
|
2020
Q1 | $48K | Hold |
850
| – | – | 0.01% | 501 |
|
|
2019
Q4 | $65K | Hold |
850
| – | – | 0.01% | 437 |
|
|
2019
Q3 | $63K | Hold |
850
| – | – | 0.01% | 431 |
|
|
2019
Q2 | $62K | Hold |
850
| – | – | 0.01% | 444 |
|
|
2019
Q1 | $62K | Hold |
850
| – | – | 0.01% | 415 |
|
|
2018
Q4 | $55K | Buy |
+850
| New | +$55K | 0.01% | 378 |
|