Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,012
| Closed | -$31K | – | 4653 |
|
|
2023
Q3 | $31K | Hold |
1,012
| – | – | ﹤0.01% | 2400 |
|
|
2023
Q2 | $33K | Hold |
1,012
| – | – | ﹤0.01% | 2303 |
|
|
2023
Q1 | $30K | Buy |
1,012
+56
| +6% | +$1.66K | ﹤0.01% | 2236 |
|
|
2022
Q4 | $24K | Hold |
956
| – | – | ﹤0.01% | 2253 |
|
|
2022
Q3 | $24K | Hold |
956
| – | – | ﹤0.01% | 2120 |
|
|
2022
Q2 | $26K | Hold |
956
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q1 | $35K | Hold |
956
| – | – | ﹤0.01% | 1781 |
|
|
2021
Q4 | $42K | Buy |
+956
| New | +$42K | ﹤0.01% | 1650 |
|
|
2021
Q2 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q1 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q4 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q3 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q2 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q1 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q4 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q3 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q2 | $47K | Hold |
956
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q1 | $47K | Buy |
+956
| New | +$47K | ﹤0.01% | 1426 |
|