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Coe Capital Management’s WisdomTree WT Stock Holding History

Coe Capital Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-43,195
Closed -$765K – 260
2013
Q4 		$765K Buy
43,195
+2,995
+7% +$53K 0.27% 118
2013
Q3 		$466K Sell
40,200
-710
-2% -$8.23K 0.31% 75
2013
Q2 		$473K Buy
+40,910
New +$473K 0.18% 137