ALTA WEALTH ADVISORS LLC – WisdomTree U.S. Quality Dividend Growth Fund Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$639,000
portfolio value
ALTA 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 | 0.00% | 0 shares | -42K | $53.91 | 11.85K | |
| Q2 2022 | share | 0.00% | 0 shares | -74K | $57.31 | 11.85K | |
| Q1 2022 | share | 0.00% | 0 shares | -26K | $63.67 | 11.85K | |
| Q4 2021 | share | 0.00% | 0 shares | 83K | $65.83 | 11.85K | |
| Q3 2021 | share | Increase | +0.59% | 70 shares | -5K | $58.71 | 11.85K |
| Q2 2021 | share | Increase | +1.40% | 163 shares | 38K | $59.26 | 11.78K |
| Q1 2021 | share | Decrease | -0.44% | -51 shares | 35K | $56.5 | 11.62K |
| Q4 2020 | share | Increase | 0.00% | 11.67K shares | 630K | $53.08 | 11.67K |