Cabot 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
Q4 | – | Sell |
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|
2020
Q3 | $3.72M | Sell |
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|
2020
Q2 | $3.82M | Buy |
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|
2020
Q1 | $3.41M | Sell |
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|
2019
Q4 | $4.38M | Buy |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $4.16M | Buy |
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|
2019
Q1 | $3.93M | Buy |
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|
2018
Q4 | $3.43M | Sell |
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|
2018
Q3 | $5.18M | Sell |
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|
2018
Q2 | $5.07M | Buy |
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|
2018
Q1 | $4.65M | Buy |
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|
2017
Q4 | $3.66M | Buy |
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