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 |
|