Accel Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-920
| Closed | -$53.9K | – | 888 |
|
|
2023
Q1 | $53.9K | Hold |
920
| – | – | 0.02% | 460 |
|
|
2022
Q4 | $52.5K | Hold |
920
| – | – | 0.03% | 353 |
|
|
2022
Q3 | $50K | Hold |
920
| – | – | 0.03% | 363 |
|
|
2022
Q2 | $50K | Hold |
920
| – | – | 0.03% | 349 |
|
|
2022
Q1 | $57K | Hold |
920
| – | – | 0.03% | 345 |
|
|
2021
Q4 | $58K | Buy |
920
+522
| +131% | +$32.9K | 0.03% | 358 |
|
|
2021
Q3 | $24K | Sell |
398
-522
| -57% | -$31.5K | 0.02% | 469 |
|
|
2021
Q2 | $55K | Hold |
920
| – | – | 0.04% | 325 |
|
|
2021
Q1 | $52K | Hold |
920
| – | – | 0.04% | 307 |
|
|
2020
Q4 | $45K | Buy |
+920
| New | +$45K | 0.04% | 316 |
|