First Personal Financial Services’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,825
| Closed | -$23K | – | 1082 |
|
|
2017
Q4 | $23K | Hold |
1,825
| – | – | ﹤0.01% | 628 |
|
|
2017
Q3 | $19K | Hold |
1,825
| – | – | ﹤0.01% | 598 |
|
|
2017
Q2 | $19K | Hold |
1,825
| – | – | ﹤0.01% | 596 |
|
|
2017
Q1 | $17K | Hold |
1,825
| – | – | ﹤0.01% | 597 |
|
|
2016
Q4 | $20K | Buy |
+1,825
| New | +$20K | 0.01% | 553 |
|