J.P. Morgan Private Wealth Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.44M | Sell |
82,499
-300
| -0.4% | -$8.89K | 0.01% | 676 |
|
|
2023
Q2 | $2.62M | Sell |
82,799
-2,131
| -3% | -$67.6K | 0.01% | 485 |
|
|
2023
Q1 | $2.52M | Sell |
84,930
-531
| -0.6% | -$15.8K | 0.01% | 791 |
|
|
2022
Q4 | $2.14M | Buy |
85,461
+37
| +0% | +$928 | ﹤0.01% | 815 |
|
|
2022
Q3 | $2.28M | Sell |
85,424
-14,586
| -15% | -$389K | 0.01% | 799 |
|
|
2022
Q2 | $2.8M | Buy |
100,010
+83,917
| +521% | +$2.35M | 0.01% | 738 |
|
|
2022
Q1 | $658K | Sell |
16,093
-649
| -4% | -$26.5K | ﹤0.01% | 1408 |
|
|
2021
Q4 | $868K | Buy |
16,742
+265
| +2% | +$13.7K | ﹤0.01% | 1317 |
|
|
2021
Q3 | $949K | Buy |
16,477
+1,610
| +11% | +$92.7K | ﹤0.01% | 1237 |
|
|
2021
Q2 | $831K | Buy |
14,867
+9,148
| +160% | +$511K | ﹤0.01% | 1279 |
|
|
2021
Q1 | $275K | Buy |
+5,719
| New | +$275K | ﹤0.01% | 1565 |
|