Advantage Investment Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-510
| Closed | -$5K | – | 1046 |
|
|
2018
Q1 | $5K | Buy |
510
+2
| +0.4% | +$20 | ﹤0.01% | 811 |
|
|
2017
Q4 | $6K | Buy |
508
+4
| +0.8% | +$47 | ﹤0.01% | 799 |
|
|
2017
Q3 | $5K | Buy |
504
+4
| +0.8% | +$40 | ﹤0.01% | 825 |
|
|
2017
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 848 |
|
|
2017
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 817 |
|
|
2016
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 729 |
|
|
2016
Q3 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 747 |
|