Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-955
| Closed | -$73K | – | 759 |
|
|
2021
Q1 | $73K | Hold |
955
| – | – | ﹤0.01% | 696 |
|
|
2020
Q4 | $66K | Hold |
955
| – | – | ﹤0.01% | 670 |
|
|
2020
Q3 | $60K | Sell |
955
-350
| -27% | -$22K | 0.01% | 584 |
|
|
2020
Q2 | $81K | Hold |
1,305
| – | – | 0.01% | 551 |
|
|
2020
Q1 | $80K | Sell |
1,305
-200
| -13% | -$12.3K | 0.01% | 465 |
|
|
2019
Q4 | $116K | Hold |
1,505
| – | – | 0.01% | 428 |
|
|
2019
Q3 | $112K | Hold |
1,505
| – | – | 0.01% | 410 |
|
|
2019
Q2 | $110K | Hold |
1,505
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $109K | Hold |
1,505
| – | – | 0.01% | 391 |
|
|
2018
Q4 | $98K | Hold |
1,505
| – | – | 0.01% | 380 |
|
|
2018
Q3 | $105K | Hold |
1,505
| – | – | 0.01% | 386 |
|
|
2018
Q2 | $107K | Buy |
+1,505
| New | +$107K | 0.02% | 388 |
|