Strategic Family Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,370
| Closed | -$247K | – | 77 |
|
|
2020
Q1 | $247K | Sell |
4,370
-7,017
| -62% | -$397K | 0.18% | 59 |
|
|
2019
Q4 | $875K | Sell |
11,387
-283
| -2% | -$21.7K | 0.71% | 28 |
|
|
2019
Q3 | $869K | Buy |
11,670
+36
| +0.3% | +$2.68K | 0.66% | 29 |
|
|
2019
Q2 | $847K | Buy |
11,634
+56
| +0.5% | +$4.08K | 0.66% | 28 |
|
|
2019
Q1 | $839K | Buy |
11,578
+7,270
| +169% | +$527K | 0.68% | 28 |
|
|
2018
Q4 | $281K | Buy |
+4,308
| New | +$281K | 0.32% | 47 |
|