Boston Financial Management’s WisdomTree Growth Leaders Fund PLAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-37,539
| Closed | -$933K | – | 330 |
|
|
2022
Q4 | $933K | Sell |
37,539
-420
| -1% | -$10.4K | 0.04% | 181 |
|
|
2022
Q3 | $953K | Sell |
37,959
-45,229
| -54% | -$1.14M | 0.04% | 169 |
|
|
2022
Q2 | $2.23M | Buy |
83,188
+13,821
| +20% | +$370K | 0.1% | 114 |
|
|
2022
Q1 | $2.57M | Buy |
69,367
+28,954
| +72% | +$1.07M | 0.1% | 114 |
|
|
2021
Q4 | $1.78M | Buy |
40,413
+4,605
| +13% | +$202K | 0.06% | 119 |
|
|
2021
Q3 | $1.65M | Buy |
+35,808
| New | +$1.65M | 0.07% | 116 |
|