Claro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,502
| Closed | -$332K | – | 435 |
|
|
2023
Q4 | $332K | Sell |
9,502
-150
| -2% | -$5.24K | 0.07% | 270 |
|
|
2023
Q3 | $286K | Sell |
9,652
-115
| -1% | -$3.41K | 0.07% | 276 |
|
|
2023
Q2 | $310K | Sell |
9,767
-40
| -0.4% | -$1.27K | 0.08% | 259 |
|
|
2023
Q1 | $291K | Buy |
9,807
+150
| +2% | +$4.46K | 0.09% | 256 |
|
|
2022
Q4 | $242K | Sell |
9,657
-5,848
| -38% | -$147K | 0.08% | 249 |
|
|
2022
Q3 | $435K | Hold |
15,505
| – | – | 0.17% | 141 |
|
|
2022
Q2 | $435K | Sell |
15,505
-8,225
| -35% | -$231K | 0.17% | 141 |
|
|
2022
Q1 | $1.23M | Hold |
23,730
| – | – | 0.44% | 51 |
|
|
2021
Q4 | $1.23M | Buy |
23,730
+376
| +2% | +$19.5K | 0.44% | 51 |
|
|
2021
Q3 | $1.35M | Buy |
23,354
+640
| +3% | +$36.9K | 0.57% | 38 |
|
|
2021
Q2 | $1.27M | Buy |
22,714
+987
| +5% | +$55.1K | 0.57% | 43 |
|
|
2021
Q1 | $1.05M | Sell |
21,727
-30
| -0.1% | -$1.44K | 0.53% | 47 |
|
|
2020
Q4 | $1.17M | Buy |
21,757
+315
| +1% | +$16.9K | 0.62% | 39 |
|
|
2020
Q3 | $916K | Buy |
21,442
+2,661
| +14% | +$114K | 0.58% | 36 |
|
|
2020
Q2 | $732K | Buy |
+18,781
| New | +$732K | 0.5% | 54 |
|