SFPG
Stonebridge Financial Planning Group’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,300
| Closed | -$110K | – | 167 |
|
|
2021
Q4 | $110K | Hold |
1,300
| – | – | 0.06% | 153 |
|
|
2021
Q3 | $104K | Hold |
1,300
| – | – | 0.05% | 163 |
|
|
2021
Q2 | $102K | Hold |
1,300
| – | – | 0.05% | 158 |
|
|
2021
Q1 | $101K | Hold |
1,300
| – | – | 0.06% | 159 |
|
|
2020
Q4 | $90K | Sell |
1,300
-250
| -16% | -$17.3K | 0.06% | 159 |
|
|
2020
Q3 | $100K | Sell |
1,550
-520
| -25% | -$33.5K | 0.07% | 134 |
|
|
2020
Q2 | $129K | Buy |
2,070
+2
| +0.1% | +$125 | 0.11% | 112 |
|
|
2020
Q1 | $125K | Buy |
2,068
+1
| +0% | +$60 | 0.12% | 108 |
|
|
2019
Q4 | $159K | Buy |
+2,067
| New | +$159K | 0.14% | 103 |
|