Sowell Financial Services’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
Q1 | – | Sell |
-383
| Closed | -$27K | – | 3142 |
|
2020
Q4 | $27K | Hold |
383
| – | – | ﹤0.01% | 1613 |
|
2020
Q3 | $24K | Hold |
383
| – | – | ﹤0.01% | 1478 |
|
2020
Q2 | $24K | Hold |
383
| – | – | ﹤0.01% | 1403 |
|
2020
Q1 | $22K | Hold |
383
| – | – | ﹤0.01% | 1354 |
|
2019
Q4 | $29K | Hold |
383
| – | – | ﹤0.01% | 1309 |
|
2019
Q3 | $29K | Buy |
+383
| New | +$29K | ﹤0.01% | 1155 |
|