Advocacy Wealth Management Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-503
Closed -$16K 208
2021
Q2
$16K Hold
503
﹤0.01% 120
2021
Q1
$15K Hold
503
﹤0.01% 108
2020
Q4
$14K Hold
503
﹤0.01% 105
2020
Q3
$14K Hold
503
﹤0.01% 98
2020
Q2
$13K Hold
503
﹤0.01% 105
2020
Q1
$11K Hold
503
﹤0.01% 95
2019
Q4
$14K Hold
503
﹤0.01% 113
2019
Q3
$14K Hold
503
0.01% 114
2019
Q2
$14K Hold
503
0.01% 118
2019
Q1
$14K Hold
503
0.02% 99
2018
Q4
$13K Hold
503
0.01% 108
2018
Q3
$15K Hold
503
0.01% 111
2018
Q2
$15K Hold
503
0.01% 108
2018
Q1
$14K Hold
503
0.01% 115
2017
Q4
$15K Sell
503
-182
-27% -$5.43K 0.01% 132
2017
Q3
$20K Buy
+685
New +$20K 0.01% 134