Alpha Omega Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,700
| Closed | -$10K | – | 557 |
|
|
2019
Q2 | $10K | Hold |
1,700
| – | – | ﹤0.01% | 445 |
|
|
2019
Q1 | $12K | Sell |
1,700
-1,000
| -37% | -$7.06K | 0.01% | 411 |
|
|
2018
Q4 | $18K | Hold |
2,700
| – | – | 0.01% | 313 |
|
|
2018
Q3 | $23K | Sell |
2,700
-500
| -16% | -$4.26K | 0.01% | 302 |
|
|
2018
Q2 | $29K | Hold |
3,200
| – | – | 0.01% | 282 |
|
|
2018
Q1 | $29K | Hold |
3,200
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $40K | Hold |
3,200
| – | – | 0.02% | 235 |
|
|
2017
Q3 | $33K | Hold |
3,200
| – | – | 0.02% | 251 |
|
|
2017
Q2 | $33K | Hold |
3,200
| – | – | 0.02% | 253 |
|
|
2017
Q1 | $29K | Hold |
3,200
| – | – | 0.02% | 267 |
|
|
2016
Q4 | $36K | Buy |
+3,200
| New | +$36K | 0.02% | 248 |
|