Crossmark Global Holdings’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,590
| Closed | -$54K | – | 1285 |
|
|
2022
Q2 | $54K | Hold |
10,590
| – | – | ﹤0.01% | 1270 |
|
|
2022
Q1 | $62K | Hold |
10,590
| – | – | ﹤0.01% | 1340 |
|
|
2021
Q4 | $65K | Hold |
10,590
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q3 | $60K | Hold |
10,590
| – | – | ﹤0.01% | 1396 |
|
|
2021
Q2 | $66K | Buy |
10,590
+130
| +1% | +$810 | ﹤0.01% | 1415 |
|
|
2021
Q1 | $65K | Hold |
10,460
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q4 | $56K | Hold |
10,460
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q3 | $33K | Hold |
10,460
| – | – | ﹤0.01% | 1337 |
|
|
2020
Q2 | $36K | Hold |
10,460
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q1 | $24K | Hold |
10,460
| – | – | ﹤0.01% | 1255 |
|
|
2019
Q4 | $51K | Buy |
10,460
+10
| +0.1% | +$49 | ﹤0.01% | 1389 |
|
|
2019
Q3 | $55K | Sell |
10,450
-180
| -2% | -$947 | ﹤0.01% | 1342 |
|
|
2019
Q2 | $66K | Buy |
10,630
+160
| +2% | +$993 | ﹤0.01% | 1376 |
|
|
2019
Q1 | $74K | Hold |
10,470
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q4 | $70K | Sell |
10,470
-6,630
| -39% | -$44.3K | ﹤0.01% | 1373 |
|
|
2018
Q3 | $145K | Buy |
17,100
+180
| +1% | +$1.53K | ﹤0.01% | 1556 |
|
|
2018
Q2 | $154K | Sell |
16,920
-150
| -0.9% | -$1.37K | ﹤0.01% | 1556 |
|
|
2018
Q1 | $157K | Sell |
17,070
-3,420
| -17% | -$31.5K | ﹤0.01% | 1536 |
|
|
2017
Q4 | $257K | Buy |
20,490
+430
| +2% | +$5.39K | 0.01% | 1460 |
|
|
2017
Q3 | $204K | Buy |
+20,060
| New | +$204K | 0.01% | 1553 |
|
|
2016
Q3 | $204K | Buy |
+20,060
| New | +$204K | 0.01% | 1553 |
|