CWM
Circle Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,989
| Closed | -$348K | – | 233 |
|
|
2024
Q1 | $348K | Hold |
9,989
| – | – | 0.01% | 165 |
|
|
2023
Q4 | $349K | Buy |
9,989
+1,922
| +24% | +$67.2K | 0.01% | 160 |
|
|
2023
Q3 | $239K | Hold |
8,067
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $256K | Hold |
8,067
| – | – | 0.03% | 143 |
|
|
2023
Q1 | $240K | Sell |
8,067
-748
| -8% | -$22.2K | 0.03% | 149 |
|
|
2022
Q4 | $221K | Sell |
8,815
-1,174
| -12% | -$29.4K | 0.03% | 150 |
|
|
2022
Q3 | $266K | Hold |
9,989
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $280K | Buy |
9,989
+2,124
| +27% | +$59.5K | 0.04% | 140 |
|
|
2022
Q1 | $322K | Buy |
+7,865
| New | +$322K | 0.04% | 148 |
|