Berman Capital Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Buy |
339
+208
| +159% | +$614 | ﹤0.01% | 1990 |
|
|
2021
Q2 | $0 | Hold |
131
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q1 | $0 | Hold |
131
| – | – | ﹤0.01% | 1943 |
|
|
2020
Q4 | $0 | Hold |
131
| – | – | ﹤0.01% | 1859 |
|
|
2020
Q3 | $0 | Hold |
131
| – | – | ﹤0.01% | 1798 |
|
|
2020
Q2 | $0 | Buy |
+131
| New | – | ﹤0.01% | 1868 |
|