SFWA
Summit Financial Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,367
| Closed | -$211K | – | 147 |
|
|
2018
Q2 | $211K | Hold |
2,367
| – | – | 0.07% | 124 |
|
|
2018
Q1 | $211K | Hold |
2,367
| – | – | 0.07% | 133 |
|
|
2017
Q4 | $220K | Sell |
2,367
-1,083
| -31% | -$101K | 0.08% | 131 |
|
|
2017
Q3 | $303K | Sell |
3,450
-211
| -6% | -$18.5K | 0.11% | 108 |
|
|
2017
Q2 | $311K | Sell |
3,661
-207
| -5% | -$17.6K | 0.12% | 114 |
|
|
2017
Q1 | $325K | Buy |
3,868
+117
| +3% | +$9.83K | 0.14% | 111 |
|
|
2016
Q4 | $305K | Sell |
3,751
-70
| -2% | -$5.69K | 0.13% | 112 |
|
|
2016
Q3 | $298K | Sell |
3,821
-205
| -5% | -$16K | 0.13% | 113 |
|
|
2016
Q2 | $309K | Sell |
4,026
-747
| -16% | -$57.3K | 0.13% | 109 |
|
|
2016
Q1 | $354K | Buy |
4,773
+75
| +2% | +$5.56K | 0.15% | 104 |
|
|
2015
Q4 | $337K | Buy |
+4,698
| New | +$337K | 0.15% | 102 |
|