Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-533
| Closed | -$15K | – | 890 |
|
|
2022
Q2 | $15K | Hold |
533
| – | – | ﹤0.01% | 536 |
|
|
2022
Q1 | $22K | Buy |
533
+133
| +33% | +$5.49K | ﹤0.01% | 500 |
|
|
2021
Q4 | $21K | Hold |
400
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $23K | Hold |
400
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $22K | Buy |
400
+100
| +33% | +$5.5K | ﹤0.01% | 437 |
|
|
2021
Q1 | $14K | Buy |
300
+100
| +50% | +$4.67K | ﹤0.01% | 491 |
|
|
2020
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 501 |
|