Creative Financial Designs’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,200
| Closed | -$177K | – | 655 |
|
|
2019
Q4 | $177K | Sell |
6,200
-1,350
| -18% | -$38.5K | 0.08% | 159 |
|
|
2019
Q3 | $204K | Sell |
7,550
-925
| -11% | -$25K | 0.11% | 137 |
|
|
2019
Q2 | $236K | Sell |
8,475
-1,093
| -11% | -$30.4K | 0.13% | 128 |
|
|
2019
Q1 | $258K | Sell |
9,568
-65
| -0.7% | -$1.75K | 0.15% | 103 |
|
|
2018
Q4 | $245K | Buy |
9,633
+2,825
| +41% | +$71.8K | 0.18% | 96 |
|
|
2018
Q3 | $209K | Buy |
6,808
+830
| +14% | +$25.5K | 0.12% | 120 |
|
|
2018
Q2 | $176K | Buy |
+5,978
| New | +$176K | 0.1% | 136 |
|