TRUE Private 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
Q1 | – | Sell |
-609
| Closed | -$46K | – | 708 |
|
2019
Q4 | $46K | Buy |
+609
| New | +$46K | 0.01% | 381 |
|
2019
Q3 | – | Sell |
-609
| Closed | -$44K | – | 343 |
|
2019
Q2 | $44K | Buy |
+609
| New | +$44K | 0.01% | 362 |
|
2018
Q4 | – | Sell |
-609
| Closed | -$43.9K | – | 403 |
|
2018
Q3 | $43.9K | Buy |
+609
| New | +$43.9K | 0.01% | 481 |
|