IFP Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 2184 |
|
|
2018
Q4 | $1K | Sell |
68
-9,551
| -99% | -$140K | ﹤0.01% | 3229 |
|
|
2018
Q3 | $175K | Buy |
9,619
+305
| +3% | +$5.55K | 0.01% | 1141 |
|
|
2018
Q2 | $173K | Sell |
9,314
-458
| -5% | -$8.51K | 0.01% | 1136 |
|
|
2018
Q1 | $190K | Hold |
9,772
| – | – | 0.01% | 1014 |
|
|
2017
Q4 | $190K | Buy |
9,772
+614
| +7% | +$11.9K | 0.01% | 1013 |
|
|
2017
Q3 | $174K | Buy |
9,158
+410
| +5% | +$7.79K | 0.01% | 1217 |
|
|
2017
Q2 | $163K | Buy |
8,748
+185
| +2% | +$3.45K | 0.01% | 1234 |
|
|
2017
Q1 | $157K | Sell |
8,563
-740
| -8% | -$13.6K | 0.01% | 1234 |
|
|
2016
Q4 | $163K | Buy |
9,303
+1,742
| +23% | +$30.5K | 0.01% | 1156 |
|
|
2016
Q3 | $138K | Sell |
7,561
-97
| -1% | -$1.77K | 0.01% | 1177 |
|
|
2016
Q2 | $137K | Buy |
7,658
+7,590
| +11,162% | +$136K | 0.01% | 1163 |
|
|
2016
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 2184 |
|