Cambridge Trust’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-44,490
| Closed | -$558K | – | 263 |
|
2017
Q4 | $558K | Sell |
44,490
-449
| -1% | -$5.63K | 0.04% | 176 |
|
2017
Q3 | $457K | Buy |
44,939
+9,361
| +26% | +$95.2K | 0.03% | 183 |
|
2017
Q2 | $362K | Sell |
35,578
-6,631
| -16% | -$67.5K | 0.03% | 205 |
|
2017
Q1 | $383K | Buy |
42,209
+15,081
| +56% | +$137K | 0.03% | 207 |
|
2016
Q4 | $302K | Buy |
27,128
+844
| +3% | +$9.4K | 0.02% | 218 |
|
2016
Q3 | $270K | Buy |
+26,284
| New | +$270K | 0.02% | 219 |
|