ICA Group Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.98K | Sell |
123
-419
| -77% | -$30.6K | 0.01% | 507 |
|
|
2024
Q1 | $41K | Hold |
542
| – | – | 0.01% | 603 |
|
|
2023
Q4 | $37.1K | Buy |
+542
| New | +$37.1K | 0.01% | 583 |
|
|
2023
Q3 | – | Sell |
-542
| Closed | -$33.9K | – | 1248 |
|
|
2023
Q2 | $33.9K | Buy |
542
+135
| +33% | +$8.45K | 0.01% | 582 |
|
|
2023
Q1 | $23.9K | Buy |
407
+13
| +3% | +$762 | 0.01% | 631 |
|
|
2022
Q4 | $22.5K | Buy |
+394
| New | +$22.5K | 0.01% | 667 |
|