TRANSFORM WEALTH, LLC – WisdomTree U.S. High Dividend Fund Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$307,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-7.87%
quarter
WisdomTree U.S. High Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -26K | $75.81 | 4.04K | |
| Q2 2022 | share | 0.00% | 0 shares | -23K | $82.29 | 4.04K | |
| Q1 2022 | share | 0.00% | 0 shares | 22K | $88.09 | 4.04K | |
| Q4 2021 | share | 0.00% | 0 shares | 22K | $82.44 | 4.04K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $76.51 | 4.04K | |
| Q2 2021 | share | 0.00% | 0 shares | 8K | $77.03 | 4.04K | |
| Q1 2021 | share | 0.00% | 0 shares | 28K | $74.56 | 4.04K | |
| Q4 2020 | share | Decrease | -44.53% | -3.25K shares | -175K | $67.3 | 4.04K |
| Q3 2020 | share | Decrease | -1.68% | -125 shares | -6K | $59.53 | 7.29K |
| Q2 2020 | share | Decrease | -3.26% | -250 shares | 28K | $58.82 | 7.42K |
| Q1 2020 | share | Increase | +22.06% | 1.38K shares | -49K | $52.88 | 7.67K |
| Q4 2019 | share | Increase | 0.00% | 6.28K shares | 483K | $71.36 | 6.28K |