FWM
Foresight Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46,396
| Closed | -$1.13M | – | 33 |
|
|
2022
Q3 | $1.13M | Buy |
46,396
+808
| +2% | +$19.6K | 0.26% | 29 |
|
|
2022
Q2 | $1.17M | Sell |
45,588
-31,951
| -41% | -$819K | 0.24% | 32 |
|
|
2022
Q1 | $2.17M | Sell |
77,539
-8,814
| -10% | -$247K | 0.4% | 22 |
|
|
2021
Q4 | $2.59M | Sell |
86,353
-498
| -0.6% | -$14.9K | 0.03% | 22 |
|
|
2021
Q3 | $2.72M | Buy |
86,851
+18,591
| +27% | +$581K | 0.55% | 19 |
|
|
2021
Q2 | $2.23M | Buy |
68,260
+205
| +0.3% | +$6.69K | 0.49% | 21 |
|
|
2021
Q1 | $2.18M | Sell |
68,055
-1,086
| -2% | -$34.8K | 0.55% | 22 |
|
|
2020
Q4 | $2.41M | Buy |
69,141
+2,996
| +5% | +$104K | 0.64% | 19 |
|
|
2020
Q3 | $2.1M | Buy |
66,145
+3,320
| +5% | +$105K | 0.7% | 17 |
|
|
2020
Q2 | $2.01M | Buy |
62,825
+2,536
| +4% | +$81K | 0.91% | 18 |
|
|
2020
Q1 | $1.78M | Buy |
60,289
+4,931
| +9% | +$146K | 1.23% | 19 |
|
|
2019
Q4 | $1.99M | Buy |
55,358
+1,008
| +2% | +$36.2K | 1.23% | 18 |
|
|
2019
Q3 | $1.87M | Buy |
54,350
+678
| +1% | +$23.3K | 1.35% | 19 |
|
|
2019
Q2 | $1.9M | Buy |
53,672
+1,052
| +2% | +$37.2K | 1.43% | 19 |
|
|
2019
Q1 | $1.8M | Buy |
52,620
+8,278
| +19% | +$283K | 1.56% | 19 |
|
|
2018
Q4 | $1.49M | Buy |
+44,342
| New | +$1.49M | 1.58% | 16 |
|