Harvest Group Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-65
| Closed | – | – | 729 |
|
|
2020
Q4 | $0 | Hold |
65
| – | – | ﹤0.01% | 868 |
|
|
2020
Q3 | $0 | Hold |
65
| – | – | ﹤0.01% | 844 |
|
|
2020
Q2 | $0 | Buy |
+65
| New | – | ﹤0.01% | 895 |
|
|
2019
Q4 | – | Sell |
-261
| Closed | -$1K | – | 1062 |
|
|
2019
Q3 | $1K | Buy |
+261
| New | +$1K | ﹤0.01% | 953 |
|
|
2019
Q2 | – | Sell |
-141
| Closed | -$1K | – | 1023 |
|
|
2019
Q1 | $1K | Buy |
+141
| New | +$1K | ﹤0.01% | 866 |
|