CLEARVIEW WEALTH ADVISORS LLC – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$351,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-5.93%
quarter
WisdomTree U.S. Quality Dividend Growth Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.01% | -202 shares | -33K | $53.91 | 6.50K |
| Q2 2022 | share | Decrease | -17.37% | -1.40K shares | -133K | $57.31 | 6.70K |
| Q1 2022 | share | Decrease | -48.81% | -7.73K shares | -527K | $63.67 | 8.11K |
| Q4 2021 | share | Increase | +38.08% | 4.37K shares | 369K | $65.83 | 15.85K |
| Q3 2021 | share | Increase | +22.14% | 2.08K shares | 114K | $58.71 | 11.47K |
| Q2 2021 | share | Increase | +102.63% | 4.76K shares | 296K | $59.26 | 9.39K |
| Q1 2021 | share | Increase | +24.28% | 906 shares | 64K | $56.5 | 4.63K |
| Q4 2020 | share | Increase | 0.00% | 3.73K shares | 201K | $53.08 | 3.73K |