Carroll Financial Associates’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $46K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $45K | Sell |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $101K | Hold |
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|
2018
Q4 | $93K | Hold |
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|
2018
Q3 | $107K | Buy |
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