JFS Wealth Advisors’s WisdomTree Asia Local Debt Fund ALD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,256
| Closed | -$57K | – | 675 |
|
|
2016
Q1 | $57K | Hold |
1,256
| – | – | 0.02% | 223 |
|
|
2015
Q4 | $54K | Hold |
1,256
| – | – | 0.02% | 244 |
|
|
2015
Q3 | $53K | Hold |
1,256
| – | – | 0.02% | 209 |
|
|
2015
Q2 | $57K | Hold |
1,256
| – | – | 0.03% | 174 |
|
|
2015
Q1 | $58K | Hold |
1,256
| – | – | 0.03% | 172 |
|
|
2014
Q4 | $59K | Hold |
1,256
| – | – | 0.01% | 168 |
|
|
2014
Q3 | $60K | Hold |
1,256
| – | – | 0.01% | 167 |
|
|
2014
Q2 | $62K | Buy |
+1,256
| New | +$62K | 0.01% | 164 |
|