Global Retirement Partners’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,255
| Closed | -$34K | – | 1727 |
|
2019
Q1 | $34K | Sell |
1,255
-313
| -20% | -$8.48K | 0.01% | 664 |
|
2018
Q4 | $40K | Buy |
1,568
+225
| +17% | +$5.74K | 0.01% | 560 |
|
2018
Q3 | $41K | Buy |
1,343
+616
| +85% | +$18.8K | 0.01% | 613 |
|
2018
Q2 | $21K | Buy |
727
+292
| +67% | +$8.44K | 0.01% | 787 |
|
2018
Q1 | $12K | Buy |
+435
| New | +$12K | ﹤0.01% | 924 |
|