Caldwell Trust’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19
|
|
||||
|
2024
Q3 | $607 | Sell |
19
-296
|
|
||||
|
2024
Q2 | $9.95K | Sell |
315
-100
|
|
||||
|
2024
Q1 | $14.4K | Hold |
415
|
|
||||
|
2023
Q4 | $14.5K | Sell |
415
-275
|
|
||||
|
2023
Q3 | $20.4K | Sell |
690
-499
|
|
||||
|
2023
Q2 | $37.7K | Sell |
1,189
-400
|
|
||||
|
2023
Q1 | $47.2K | Sell |
1,589
-150
|
|
||||
|
2022
Q4 | $43.6K | Sell |
1,739
-550
|
|
||||
|
2022
Q3 | $61K | Sell |
2,289
-509
|
|
||||
|
2022
Q2 | $78.4K | Sell |
2,798
-489
|
|
||||
|
2022
Q1 | $134K | Sell |
3,287
-120
|
|
||||
|
2021
Q4 | $177K | Buy |
3,407
+903
|
|
||||
|
2021
Q3 | $144K | Buy |
2,504
+130
|
|
||||
|
2021
Q2 | $133K | Buy |
2,374
+772
|
|
||||
|
2021
Q1 | $77.2K | Buy |
1,602
+746
|
|
||||
|
2020
Q4 | $45.9K | Buy |
856
+100
|
|
||||
|
2020
Q3 | $32.3K | Buy |
+756
|
|