Clarity Wealth Advisors’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
Q4 | – | Sell |
-61,315
| Closed | -$1.64M | – | 65 |
|
2022
Q3 | $1.64M | Sell |
61,315
-2,932
| -5% | -$78.2K | 0.99% | 25 |
|
2022
Q2 | $1.8M | Sell |
64,247
-5,697
| -8% | -$160K | 1.03% | 25 |
|
2022
Q1 | $2.86M | Sell |
69,944
-1,030
| -1% | -$42.1K | 1.36% | 22 |
|
2021
Q4 | $3.68M | Buy |
70,974
+1,178
| +2% | +$61.1K | 1.71% | 18 |
|
2021
Q3 | $4.02M | Buy |
69,796
+2,854
| +4% | +$164K | 1.98% | 19 |
|
2021
Q2 | $3.74M | Buy |
66,942
+2,827
| +4% | +$158K | 1.94% | 18 |
|
2021
Q1 | $3.09M | Buy |
64,115
+2,950
| +5% | +$142K | 1.76% | 19 |
|
2020
Q4 | $3.28M | Buy |
61,165
+5,957
| +11% | +$319K | 1.99% | 16 |
|
2020
Q3 | $2.36M | Buy |
55,208
+15,641
| +40% | +$668K | 1.69% | 18 |
|
2020
Q2 | $1.54M | Buy |
+39,567
| New | +$1.54M | 1.22% | 27 |
|