Capstone Financial Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-339,435
| Closed | -$14.1M | – | 99 |
|
|
2014
Q4 | $14.1M | Sell |
339,435
-175,345
| -34% | -$7.29M | 4.39% | 7 |
|
|
2014
Q3 | $23M | Buy |
514,780
+80
| +0% | +$3.57K | 13.97% | 3 |
|
|
2014
Q2 | $245K | Buy |
514,700
+4,693
| +0.9% | +$2.23K | 0.17% | 44 |
|
|
2014
Q1 | $23.4M | Buy |
510,007
+80,110
| +19% | +$3.67M | 14.32% | 3 |
|
|
2013
Q4 | $19.8M | Buy |
+429,897
| New | +$19.8M | 12.75% | 3 |
|