CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. – WisdomTree U.S. LargeCap Dividend Fund Transaction History
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. portfolio value:
$445,000
portfolio value
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.70% | 56 shares | -27K | $55.26 | 8.04K |
| Q2 2022 | share | Increase | +98.04% | 3.95K shares | 207K | $59.1 | 7.99K |
| Q1 2022 | share | Decrease | -32.72% | -1.96K shares | -131K | $65.72 | 4.03K |
| Q4 2021 | share | Increase | +200.40% | 4.00K shares | 158K | $66 | 5.99K |
| Q3 2021 | share | Increase | 0.00% | 1.99K shares | 238K | $118.92 | 1.99K |