Blue Bell Private Wealth Management’s WisdomTree Equity Premium Income Fund WTPI 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 | $60K | Sell |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $110K | Buy |
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|
2019
Q3 | $99K | Hold |
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|
2019
Q2 | $98K | Sell |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $299K | Sell |
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|
2018
Q3 | $399K | Sell |
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|
2018
Q2 | $392K | Sell |
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|
2018
Q1 | $385K | Sell |
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|
2017
Q4 | $405K | Sell |
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|
2017
Q3 | $413K | Buy |
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|
2017
Q2 | $381K | Buy |
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|
2017
Q1 | $286K | Buy |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q3 | $151K | Buy |
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|
2016
Q2 | $100K | Hold |
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|
2016
Q1 | $97K | Buy |
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