AssetMark Inc’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$18 | – | 2251 |
|
|
2024
Q1 | $18 | Buy |
+2
| New | +$18 | ﹤0.01% | 1887 |
|
|
2019
Q2 | – | Sell |
-145
| Closed | -$1K | – | 1443 |
|
|
2019
Q1 | $1K | Hold |
145
| – | – | ﹤0.01% | 1293 |
|
|
2018
Q4 | $1K | Hold |
145
| – | – | ﹤0.01% | 1371 |
|
|
2018
Q3 | $1K | Hold |
145
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q2 | $1K | Hold |
145
| – | – | ﹤0.01% | 1370 |
|
|
2018
Q1 | $1K | Sell |
145
-38
| -21% | -$262 | ﹤0.01% | 1368 |
|
|
2017
Q4 | $2K | Buy |
183
+38
| +26% | +$415 | ﹤0.01% | 1500 |
|
|
2017
Q3 | $1K | Hold |
145
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q2 | $1K | Hold |
145
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q1 | $1K | Hold |
145
| – | – | ﹤0.01% | 1234 |
|
|
2016
Q4 | $2K | Hold |
145
| – | – | ﹤0.01% | 1161 |
|
|
2016
Q3 | $1K | Hold |
145
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q2 | $1K | Hold |
145
| – | – | ﹤0.01% | 1145 |
|
|
2016
Q1 | $2K | Sell |
145
-91
| -39% | -$1.26K | ﹤0.01% | 1081 |
|
|
2015
Q4 | $4K | Buy |
236
+226
| +2,260% | +$3.83K | ﹤0.01% | 1019 |
|
|
2015
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 860 |
|