CIBC Asset Management’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,260
| Closed | -$57K | – | 1305 |
|
|
2022
Q2 | $57K | Sell |
11,260
-461
| -4% | -$2.33K | ﹤0.01% | 1229 |
|
|
2022
Q1 | $69K | Hold |
11,721
| – | – | ﹤0.01% | 1476 |
|
|
2021
Q4 | $72K | Buy |
11,721
+1,097
| +10% | +$6.74K | ﹤0.01% | 1505 |
|
|
2021
Q3 | $60K | Buy |
10,624
+127
| +1% | +$717 | ﹤0.01% | 1447 |
|
|
2021
Q2 | $65K | Hold |
10,497
| – | – | ﹤0.01% | 1353 |
|
|
2021
Q1 | $66K | Sell |
10,497
-2,717
| -21% | -$17.1K | ﹤0.01% | 1316 |
|
|
2020
Q4 | $71K | Sell |
13,214
-5,633
| -30% | -$30.3K | ﹤0.01% | 1223 |
|
|
2020
Q3 | $60K | Buy |
18,847
+181
| +1% | +$576 | ﹤0.01% | 1095 |
|
|
2020
Q2 | $65K | Hold |
18,666
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q1 | $43K | Hold |
18,666
| – | – | ﹤0.01% | 976 |
|
|
2019
Q4 | $90K | Buy |
+18,666
| New | +$90K | ﹤0.01% | 1152 |
|