Concert Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,786
| Closed | -$200K | – | 693 |
|
|
2015
Q3 | $200K | Buy |
+5,786
| New | +$200K | 0.03% | 610 |
|
|
2014
Q2 | – | Sell |
-5,069
| Closed | -$235K | – | 572 |
|
|
2014
Q1 | $235K | Sell |
5,069
-1,650
| -25% | -$76.5K | 0.03% | 467 |
|
|
2013
Q4 | $313K | Sell |
6,719
-1,544
| -19% | -$71.9K | 0.04% | 362 |
|
|
2013
Q3 | $388K | Sell |
8,263
-543
| -6% | -$25.5K | 0.06% | 306 |
|
|
2013
Q2 | $425K | Buy |
+8,806
| New | +$425K | 0.06% | 254 |
|