Stokes Capital Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,888
| Closed | -$247K | – | 80 |
|
|
2018
Q4 | $247K | Buy |
8,888
+2,335
| +36% | +$64.9K | 0.17% | 79 |
|
|
2018
Q3 | $210K | Sell |
6,553
-271
| -4% | -$8.69K | 0.13% | 87 |
|
|
2018
Q2 | $217K | Buy |
6,824
+178
| +3% | +$5.66K | 0.14% | 88 |
|
|
2018
Q1 | $205K | Sell |
6,646
-65,316
| -91% | -$2.01M | 0.13% | 89 |
|
|
2017
Q4 | $2.28M | Buy |
+71,962
| New | +$2.28M | 1.54% | 21 |
|