Great Valley Advisor Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-8,463
| Closed | -$439K | – | 633 |
|
2021
Q4 | $439K | Sell |
8,463
-41
| -0.5% | -$2.13K | 0.03% | 411 |
|
2021
Q3 | $490K | Buy |
8,504
+615
| +8% | +$35.4K | 0.03% | 364 |
|
2021
Q2 | $441K | Sell |
7,889
-21,116
| -73% | -$1.18M | 0.03% | 377 |
|
2021
Q1 | $1.4M | Sell |
29,005
-3,254
| -10% | -$157K | 0.13% | 167 |
|
2020
Q4 | $1.73M | Buy |
32,259
+6,510
| +25% | +$349K | 0.18% | 125 |
|
2020
Q3 | $1.1M | Buy |
25,749
+1,637
| +7% | +$69.9K | 0.14% | 161 |
|
2020
Q2 | $939K | Buy |
+24,112
| New | +$939K | 0.15% | 156 |
|