CWS
Cypress Wealth Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,630
| Closed | -$219K | – | 269 |
|
|
2019
Q1 | $219K | Sell |
5,630
-789
| -12% | -$30.7K | 0.07% | 230 |
|
|
2018
Q4 | $249K | Buy |
6,419
+72
| +1% | +$2.79K | 0.1% | 174 |
|
|
2018
Q3 | $259K | Buy |
6,347
+495
| +8% | +$20.2K | 0.09% | 182 |
|
|
2018
Q2 | $233K | Buy |
5,852
+379
| +7% | +$15.1K | 0.09% | 193 |
|
|
2018
Q1 | $216K | Buy |
5,473
+199
| +4% | +$7.85K | 0.09% | 174 |
|
|
2017
Q4 | $211K | Buy |
+5,274
| New | +$211K | 0.09% | 188 |
|