Advisornet Financial’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-140
| Closed | – | – | 1891 |
|
2020
Q2 | $0 | Hold |
140
| – | – | ﹤0.01% | 1931 |
|
2020
Q1 | $0 | Sell |
140
-500
| -78% | – | ﹤0.01% | 1953 |
|
2019
Q4 | $3K | Hold |
640
| – | – | ﹤0.01% | 1637 |
|
2019
Q3 | $3K | Buy |
640
+140
| +28% | +$656 | ﹤0.01% | 1642 |
|
2019
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 1479 |
|
2019
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 1357 |
|
2018
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 1316 |
|
2018
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 1312 |
|
2018
Q2 | $5K | Sell |
500
-4,856
| -91% | -$48.6K | ﹤0.01% | 1291 |
|
2018
Q1 | $49K | Hold |
5,356
| – | – | 0.01% | 701 |
|
2017
Q4 | $67K | Buy |
+5,356
| New | +$67K | 0.01% | 576 |
|