Elkfork Partners’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-21,308
| Closed | -$131K | – | 1070 |
|
|
2019
Q2 | $131K | Hold |
21,308
| – | – | ﹤0.01% | 896 |
|
|
2019
Q1 | $150K | Hold |
21,308
| – | – | ﹤0.01% | 856 |
|
|
2018
Q4 | $142K | Buy |
21,308
+1,932
| +10% | +$12.9K | ﹤0.01% | 840 |
|
|
2018
Q3 | $164K | Buy |
19,376
+5,656
| +41% | +$47.9K | ﹤0.01% | 887 |
|
|
2018
Q2 | $124K | Hold |
13,720
| – | – | ﹤0.01% | 886 |
|
|
2018
Q1 | $126K | Hold |
13,720
| – | – | ﹤0.01% | 892 |
|
|
2017
Q4 | $172K | Buy |
13,720
+2,016
| +17% | +$25.3K | ﹤0.01% | 827 |
|
|
2017
Q3 | $119K | Buy |
11,704
+1,904
| +19% | +$19.4K | ﹤0.01% | 866 |
|
|
2017
Q2 | $100K | Buy |
9,800
+4,396
| +81% | +$44.9K | ﹤0.01% | 865 |
|
|
2017
Q1 | $49K | Sell |
5,404
-84
| -2% | -$762 | ﹤0.01% | 900 |
|
|
2016
Q4 | $61K | Buy |
+5,488
| New | +$61K | ﹤0.01% | 848 |
|