Asset Dedication LLC’s WisdomTree Growth Leaders Fund PLAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-432
| Closed | -$13K | – | 1085 |
|
|
2023
Q3 | $13K | Hold |
432
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $14K | Hold |
432
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $13K | Hold |
432
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $11K | Buy |
432
+1
| +0.2% | +$25 | ﹤0.01% | 653 |
|
|
2022
Q3 | $11K | Hold |
431
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $12K | Hold |
431
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $16K | Hold |
431
| – | – | ﹤0.01% | 598 |
|
|
2021
Q4 | $19K | Hold |
431
| – | – | ﹤0.01% | 552 |
|
|
2021
Q3 | $20K | Buy |
431
+103
| +31% | +$4.78K | ﹤0.01% | 567 |
|
|
2021
Q2 | $16K | Hold |
328
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $15K | Hold |
328
| – | – | ﹤0.01% | 465 |
|
|
2020
Q4 | $14K | Hold |
328
| – | – | ﹤0.01% | 515 |
|
|
2020
Q3 | $12K | Hold |
328
| – | – | ﹤0.01% | 510 |
|
|
2020
Q2 | $11K | Buy |
+328
| New | +$11K | ﹤0.01% | 448 |
|