Creative Planning’s WisdomTree Middle East Dividend Fund GULF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,000
| Closed | -$211K | – | 2026 |
|
|
2017
Q4 | $211K | Buy |
+12,000
| New | +$211K | ﹤0.01% | 1561 |
|
|
2015
Q4 | – | Sell |
-1,754
| Closed | -$32K | – | 4511 |
|
|
2015
Q3 | $32K | Buy |
+1,754
| New | +$32K | ﹤0.01% | 2372 |
|
|
2015
Q2 | – | Sell |
-1,204
| Closed | -$24K | – | 3309 |
|
|
2015
Q1 | $24K | Buy |
1,204
+800
| +198% | +$15.9K | ﹤0.01% | 2575 |
|
|
2014
Q4 | $8K | Buy |
+404
| New | +$8K | ﹤0.01% | 3209 |
|
|
2014
Q2 | – | Sell |
-4,591
| Closed | -$104K | – | 3887 |
|
|
2014
Q1 | $104K | Buy |
+4,591
| New | +$104K | ﹤0.01% | 1378 |
|