CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,643
| Closed | -$44K | – | 4393 |
|
|
2022
Q2 | $44K | Hold |
1,643
| – | – | ﹤0.01% | 2854 |
|
|
2022
Q1 | $61K | Buy |
1,643
+511
| +45% | +$19K | ﹤0.01% | 2655 |
|
|
2021
Q4 | $50K | Hold |
1,132
| – | – | ﹤0.01% | 2678 |
|
|
2021
Q3 | $52K | Sell |
1,132
-566
| -33% | -$26K | ﹤0.01% | 2556 |
|
|
2021
Q2 | $83K | Sell |
1,698
-2,154
| -56% | -$105K | ﹤0.01% | 2172 |
|
|
2021
Q1 | $171K | Buy |
+3,852
| New | +$171K | ﹤0.01% | 1581 |
|