ACG Wealth’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-37,647
| Closed | -$1.14M | – | 340 |
|
|
2019
Q3 | $1.14M | Sell |
37,647
-548
| -1% | -$16.6K | 0.17% | 126 |
|
|
2019
Q2 | $1.15M | Sell |
38,195
-1,701
| -4% | -$51.2K | 0.15% | 137 |
|
|
2019
Q1 | $1.16M | Sell |
39,896
-3,988
| -9% | -$116K | 0.15% | 130 |
|
|
2018
Q4 | $1.15M | Sell |
43,884
-3,622
| -8% | -$94.6K | 0.18% | 119 |
|
|
2018
Q3 | $1.46M | Buy |
+47,506
| New | +$1.46M | 0.19% | 105 |
|