Geneos Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-125
| Closed | -$4.35K | – | 2185 |
|
|
2024
Q1 | $4.35K | Hold |
125
| – | – | ﹤0.01% | 1738 |
|
|
2023
Q4 | $4.37K | Hold |
125
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q3 | $3.7K | Hold |
125
| – | – | ﹤0.01% | 1826 |
|
|
2023
Q2 | $3.96K | Hold |
125
| – | – | ﹤0.01% | 1797 |
|
|
2023
Q1 | $3.71K | Hold |
125
| – | – | ﹤0.01% | 1797 |
|
|
2022
Q4 | $3.14K | Sell |
125
-175
| -58% | -$4.39K | ﹤0.01% | 1806 |
|
|
2022
Q3 | $8K | Sell |
300
-245
| -45% | -$6.53K | ﹤0.01% | 1596 |
|
|
2022
Q2 | $15K | Sell |
545
-100
| -16% | -$2.75K | ﹤0.01% | 1822 |
|
|
2022
Q1 | $26K | Sell |
645
-3,850
| -86% | -$155K | ﹤0.01% | 1680 |
|
|
2021
Q4 | $233K | Hold |
4,495
| – | – | 0.01% | 798 |
|
|
2021
Q3 | $261K | Hold |
4,495
| – | – | 0.01% | 754 |
|
|
2021
Q2 | $253K | Hold |
4,495
| – | – | 0.01% | 756 |
|
|
2021
Q1 | $230K | Sell |
4,495
-2,450
| -35% | -$125K | 0.01% | 910 |
|
|
2020
Q4 | $327K | Buy |
6,945
+4,020
| +137% | +$189K | 0.01% | 657 |
|
|
2020
Q3 | $123K | Buy |
+2,925
| New | +$123K | 0.01% | 858 |
|