IFP Advisors’s WisdomTree Asia Local Debt Fund ALD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$9K | – | 3997 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 2557 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 2916 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 2967 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 2895 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 2892 |
|
|
2017
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 3087 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 3107 |
|
|
2017
Q1 | $9K | Sell |
200
-94
| -32% | -$4.23K | ﹤0.01% | 2990 |
|
|
2016
Q4 | $13K | Hold |
294
| – | – | ﹤0.01% | 2755 |
|
|
2016
Q3 | $13K | Hold |
294
| – | – | ﹤0.01% | 2679 |
|
|
2016
Q2 | $13K | Buy |
+294
| New | +$13K | ﹤0.01% | 2628 |
|
|
2016
Q1 | – | Sell |
-294
| Closed | -$13K | – | 4594 |
|
|
2015
Q4 | $13K | Buy |
+294
| New | +$13K | ﹤0.01% | 2444 |
|