CWM
Comprehensive Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31,732
| Closed | -$1.98M | – | 31 |
|
|
2023
Q2 | $1.98M | Buy |
31,732
+9,896
| +45% | +$617K | 1.71% | 9 |
|
|
2023
Q1 | $1.36M | Buy |
21,836
+8,872
| +68% | +$553K | 1.12% | 13 |
|
|
2022
Q4 | $802K | Buy |
12,964
+2,842
| +28% | +$176K | 0.74% | 14 |
|
|
2022
Q3 | $595K | Buy |
10,122
+683
| +7% | +$40.2K | 0.6% | 16 |
|
|
2022
Q2 | $573K | Buy |
9,439
+2,396
| +34% | +$145K | 0.49% | 14 |
|
|
2022
Q1 | $465K | Buy |
+7,043
| New | +$465K | 0.47% | 15 |
|