Baystate Wealth Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $67.1K | Hold |
2,645
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $54K | Buy |
2,645
+1,574
| +147% | +$32.2K | ﹤0.01% | 332 |
|
|
2023
Q2 | $20.7K | Buy |
1,071
+80
| +8% | +$1.55K | ﹤0.01% | 459 |
|
|
2023
Q1 | $18.2K | Hold |
991
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $15K | Buy |
991
+1
| +0.1% | +$15 | ﹤0.01% | 514 |
|
|
2022
Q3 | $17K | Hold |
990
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $18K | Hold |
990
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $25K | Sell |
990
-149
| -13% | -$3.76K | ﹤0.01% | 419 |
|
|
2021
Q4 | $30K | Buy |
1,139
+4
| +0.4% | +$105 | ﹤0.01% | 403 |
|
|
2021
Q3 | $29K | Hold |
1,135
| – | – | ﹤0.01% | 363 |
|
|
2021
Q2 | $28K | Buy |
+1,135
| New | +$28K | ﹤0.01% | 349 |
|