Curi Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-400
| Closed | -$11K | – | 695 |
|
|
2022
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 367 |
|
|
2022
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 308 |
|
|
2021
Q4 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 253 |
|
|
2021
Q1 | – | Sell |
-325
| Closed | -$17K | – | 489 |
|
|
2020
Q4 | $17K | Buy |
+325
| New | +$17K | 0.01% | 212 |
|