Alpha Omega Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-400
| Closed | -$12K | – | 558 |
|
|
2019
Q2 | $12K | Hold |
400
| – | – | 0.01% | 426 |
|
|
2019
Q1 | $13K | Hold |
400
| – | – | 0.01% | 399 |
|
|
2018
Q4 | $11K | Hold |
400
| – | – | 0.01% | 362 |
|
|
2018
Q3 | $12K | Hold |
400
| – | – | 0.01% | 364 |
|
|
2018
Q2 | $12K | Hold |
400
| – | – | 0.01% | 366 |
|
|
2018
Q1 | $13K | Hold |
400
| – | – | 0.01% | 330 |
|
|
2017
Q4 | $13K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2017
Q3 | $13K | Hold |
400
| – | – | 0.01% | 336 |
|
|
2017
Q2 | $12K | Hold |
400
| – | – | 0.01% | 333 |
|
|
2017
Q1 | $11K | Hold |
400
| – | – | 0.01% | 344 |
|
|
2016
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 345 |
|