Global Retirement Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4K | Buy |
+50
| New | +$1.4K | ﹤0.01% | 3351 |
|
2024
Q4 | $1.27K | Hold |
50
| – | – | ﹤0.01% | 3221 |
|
2024
Q3 | $1.4K | Hold |
50
| – | – | ﹤0.01% | 3040 |
|
2024
Q2 | $1.32K | Hold |
50
| – | – | ﹤0.01% | 3089 |
|
2024
Q1 | $1.37K | Hold |
50
| – | – | ﹤0.01% | 2881 |
|
2023
Q4 | $1.37K | Buy |
+50
| New | +$1.37K | ﹤0.01% | 2803 |
|
2023
Q3 | – | Sell |
-700
| Closed | -$19.3K | – | 3272 |
|
2023
Q2 | $19.3K | Hold |
700
| – | – | ﹤0.01% | 1680 |
|
2023
Q1 | $19K | Sell |
700
-930
| -57% | -$25.2K | ﹤0.01% | 1656 |
|
2022
Q4 | $42.1K | Hold |
1,630
| – | – | ﹤0.01% | 1165 |
|
2022
Q3 | $39K | Hold |
1,630
| – | – | ﹤0.01% | 1115 |
|
2022
Q2 | $42K | Buy |
1,630
+700
| +75% | +$18K | ﹤0.01% | 1052 |
|
2022
Q1 | $25K | Buy |
+930
| New | +$25K | ﹤0.01% | 1262 |
|
2021
Q4 | – | Sell |
-930
| Closed | -$29K | – | 642 |
|
2021
Q3 | $29K | Sell |
930
-436
| -32% | -$13.6K | ﹤0.01% | 1067 |
|
2021
Q2 | $45K | Hold |
1,366
| – | – | ﹤0.01% | 890 |
|
2021
Q1 | $44K | Hold |
1,366
| – | – | 0.01% | 836 |
|
2020
Q4 | $48K | Hold |
1,366
| – | – | 0.01% | 731 |
|
2020
Q3 | $43K | Sell |
1,366
-215
| -14% | -$6.77K | 0.01% | 679 |
|
2020
Q2 | $50K | Buy |
1,581
+1,145
| +263% | +$36.2K | 0.01% | 641 |
|
2020
Q1 | $13K | Hold |
436
| – | – | ﹤0.01% | 937 |
|
2019
Q4 | $16K | Hold |
436
| – | – | ﹤0.01% | 1014 |
|
2019
Q3 | $15K | Hold |
436
| – | – | ﹤0.01% | 1003 |
|
2019
Q2 | $15K | Hold |
436
| – | – | ﹤0.01% | 1003 |
|
2019
Q1 | $15K | Buy |
+436
| New | +$15K | ﹤0.01% | 917 |
|
2018
Q3 | – | Sell |
-194
| Closed | -$7K | – | 1540 |
|
2018
Q2 | $7K | Buy |
+194
| New | +$7K | ﹤0.01% | 1091 |
|