Blue Bell Private Wealth Management’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $93K | Buy |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $88K | Hold |
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $92K | Hold |
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|
2018
Q3 | $92K | Hold |
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|
2018
Q2 | $94K | Sell |
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|
2018
Q1 | $125K | Sell |
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|
2017
Q4 | $123K | Sell |
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|
2017
Q3 | $136K | Sell |
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|
2017
Q2 | $143K | Buy |
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|
2017
Q1 | $135K | Sell |
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|
2016
Q4 | $132K | Sell |
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|
2016
Q3 | $156K | Sell |
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|
2016
Q2 | $166K | Hold |
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|
2016
Q1 | $164K | Sell |
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|
2015
Q4 | $160K | Sell |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $265K | Hold |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $286K | Sell |
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|
2014
Q3 | $403K | Sell |
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|
2014
Q2 | $436K | Hold |
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|
2014
Q1 | $427K | Hold |
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|
2013
Q4 | $425K | Sell |
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|
2013
Q3 | $474K | Hold |
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|
2013
Q2 | $472K | Buy |
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