Concourse Financial Group Securities’s WISDOMTREE LARGECAP GROWTH FUND ROI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 10946 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 11234 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 11146 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 10993 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 11019 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 11159 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 11201 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 11287 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10906 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 11461 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 11494 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 11428 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 11317 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 11062 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 10515 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 10051 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 9462 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 8765 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 8293 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 8757 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 8556 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 8412 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 8207 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 8066 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 7833 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 7836 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 7625 |
|