CSIC
Clifford Swan Investment Counsel’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,806
| Closed | -$114K | – | 326 |
|
|
2019
Q3 | $114K | Hold |
21,806
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $135K | Hold |
21,806
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $154K | Hold |
21,806
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $145K | Buy |
21,806
+87
| +0.4% | +$579 | 0.01% | 289 |
|
|
2018
Q3 | $184K | Buy |
21,719
+80
| +0.4% | +$678 | 0.01% | 311 |
|
|
2018
Q2 | $196K | Buy |
21,639
+58
| +0.3% | +$525 | 0.01% | 305 |
|
|
2018
Q1 | $198K | Buy |
21,581
+65
| +0.3% | +$596 | 0.01% | 302 |
|
|
2017
Q4 | $270K | Buy |
21,516
+151
| +0.7% | +$1.9K | 0.01% | 266 |
|
|
2017
Q3 | $217K | Buy |
21,365
+189
| +0.9% | +$1.92K | 0.01% | 293 |
|
|
2017
Q2 | $215K | Buy |
21,176
+176
| +0.8% | +$1.79K | 0.01% | 300 |
|
|
2017
Q1 | $191K | Buy |
+21,000
| New | +$191K | 0.01% | 289 |
|
|
2016
Q4 | – | Sell |
-20,831
| Closed | -$214K | – | 289 |
|
|
2016
Q3 | $214K | Buy |
+20,831
| New | +$214K | 0.01% | 262 |
|