Accel Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Accel Wealth Management’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$53.9K	Hold
2022 Q4	$52.5K	Hold
2022 Q3	$50K	Hold
2022 Q2	$50K	Hold
2022 Q1	$57K	Hold
2021 Q4	$58K	Buy
2021 Q3	$24K	Sell
2021 Q2	$55K	Hold
2021 Q1	$52K	Hold
2020 Q4	$45K	Buy