Coppell Advisory Solutions’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-54
| Closed | -$562 | – | 1889 |
|
|
2024
Q4 | $562 | Hold |
54
| – | – | ﹤0.01% | 1741 |
|
|
2024
Q3 | $544 | Sell |
54
-2,416
| -98% | -$24.3K | ﹤0.01% | 1652 |
|
|
2024
Q2 | $24.5K | Buy |
+2,470
| New | +$24.5K | ﹤0.01% | 703 |
|
|
2023
Q4 | $374 | Sell |
54
-60
| -53% | -$416 | ﹤0.01% | 1547 |
|
|
2023
Q3 | $621 | Sell |
114
-6,661
| -98% | -$36.3K | ﹤0.01% | 988 |
|
|
2023
Q2 | $47.4K | Buy |
+6,775
| New | +$47.4K | 0.01% | 386 |
|
|
2023
Q1 | – | Sell |
-114
| Closed | -$621 | – | 1094 |
|
|
2022
Q4 | $621 | Buy |
+114
| New | +$621 | ﹤0.01% | 994 |
|