Clear Perspective Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,210
| Closed | -$29K | – | 447 |
|
|
2018
Q2 | $29K | Hold |
3,210
| – | – | 0.02% | 289 |
|
|
2018
Q1 | $29K | Hold |
3,210
| – | – | 0.02% | 278 |
|
|
2017
Q4 | $40K | Hold |
3,210
| – | – | 0.03% | 249 |
|
|
2017
Q3 | $33K | Hold |
3,210
| – | – | 0.03% | 256 |
|
|
2017
Q2 | $33K | Hold |
3,210
| – | – | 0.03% | 259 |
|
|
2017
Q1 | $29K | Hold |
3,210
| – | – | 0.02% | 251 |
|
|
2016
Q4 | $36K | Buy |
+3,210
| New | +$36K | 0.02% | 229 |
|