Valeo Financial Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-281
| Closed | -$12K | – | 1050 |
|
|
2021
Q1 | $12K | Hold |
281
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q4 | $11K | Hold |
281
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q3 | $10K | Sell |
281
-1,174
| -81% | -$41.8K | ﹤0.01% | 1042 |
|
|
2020
Q2 | $51K | Buy |
1,455
+1,174
| +418% | +$41.2K | ﹤0.01% | 688 |
|
|
2020
Q1 | $9K | Hold |
281
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q4 | $10K | Hold |
281
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q3 | $9K | Hold |
281
| – | – | ﹤0.01% | 1041 |
|
|
2019
Q2 | $9K | Hold |
281
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q1 | $9K | Hold |
281
| – | – | ﹤0.01% | 988 |
|
|
2018
Q4 | $8K | Hold |
281
| – | – | ﹤0.01% | 934 |
|
|
2018
Q3 | $8K | Hold |
281
| – | – | ﹤0.01% | 1031 |
|
|
2018
Q2 | $9K | Hold |
281
| – | – | ﹤0.01% | 963 |
|
|
2018
Q1 | $9K | Sell |
281
-1,247
| -82% | -$39.9K | ﹤0.01% | 954 |
|
|
2017
Q4 | $48K | Buy |
+1,528
| New | +$48K | 0.01% | 474 |
|