FineMark National Bank & Trust’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-65
| Closed | -$1K | – | 1479 |
|
|
2015
Q1 | $1K | Sell |
65
-17
| -21% | -$262 | ﹤0.01% | 1356 |
|
|
2014
Q4 | $1K | Sell |
82
-107
| -57% | -$1.31K | ﹤0.01% | 1367 |
|
|
2014
Q3 | $2K | Hold |
189
| – | – | ﹤0.01% | 1276 |
|
|
2014
Q2 | $2K | Sell |
189
-1,186
| -86% | -$12.6K | ﹤0.01% | 1303 |
|
|
2014
Q1 | $18K | Sell |
1,375
-22
| -2% | -$288 | ﹤0.01% | 912 |
|
|
2013
Q4 | $25K | Buy |
1,397
+1,324
| +1,814% | +$23.7K | 0.01% | 767 |
|
|
2013
Q3 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 1396 |
|