TCI Wealth Advisors’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 |
-310
| Closed | -$18K | – | 1485 |
|
|
2020
Q1 | $18K | Hold |
310
| – | – | 0.01% | 451 |
|
|
2019
Q4 | $24K | Hold |
310
| – | – | 0.01% | 511 |
|
|
2019
Q3 | $23K | Hold |
310
| – | – | 0.01% | 461 |
|
|
2019
Q2 | $23K | Hold |
310
| – | – | 0.01% | 439 |
|
|
2019
Q1 | $22K | Hold |
310
| – | – | 0.01% | 471 |
|
|
2018
Q4 | $20K | Hold |
310
| – | – | 0.01% | 464 |
|
|
2018
Q3 | $22K | Hold |
310
| – | – | 0.01% | 468 |
|
|
2018
Q2 | $22K | Hold |
310
| – | – | 0.01% | 464 |
|
|
2018
Q1 | $21K | Hold |
310
| – | – | 0.01% | 471 |
|
|
2017
Q4 | $23K | Hold |
310
| – | – | 0.01% | 470 |
|
|
2017
Q3 | $22K | Buy |
+310
| New | +$22K | 0.01% | 443 |
|