Carroll Financial Associates’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $719K | Sell |
13,508
-1,276
| -9% | -$67.9K | 0.04% | 216 |
|
|
2021
Q3 | $851K | Sell |
14,784
-1,146
| -7% | -$66K | 0.05% | 200 |
|
|
2021
Q2 | $890K | Buy |
15,930
+2,926
| +23% | +$163K | 0.05% | 190 |
|
|
2021
Q1 | $626K | Buy |
13,004
+414
| +3% | +$19.9K | 0.04% | 221 |
|
|
2020
Q4 | $674K | Sell |
12,590
-318
| -2% | -$17K | 0.04% | 202 |
|
|
2020
Q3 | $551K | Sell |
12,908
-1,317
| -9% | -$56.2K | 0.04% | 206 |
|
|
2020
Q2 | $554K | Buy |
+14,225
| New | +$554K | 0.05% | 204 |
|