Kestra Private Wealth Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,116
| Closed | -$216K | – | 995 |
|
|
2022
Q3 | $216K | Sell |
8,116
-1,876
| -19% | -$49.9K | 0.01% | 764 |
|
|
2022
Q2 | $280K | Sell |
9,992
-3,970
| -28% | -$111K | 0.02% | 677 |
|
|
2022
Q1 | $571K | Sell |
13,962
-1,995
| -13% | -$81.6K | 0.03% | 532 |
|
|
2021
Q4 | $828K | Buy |
15,957
+39
| +0.2% | +$2.02K | 0.04% | 440 |
|
|
2021
Q3 | $917K | Sell |
15,918
-243
| -2% | -$14K | 0.05% | 375 |
|
|
2021
Q2 | $903K | Sell |
16,161
-344
| -2% | -$19.2K | 0.05% | 354 |
|
|
2021
Q1 | $795K | Buy |
16,505
+1,669
| +11% | +$80.4K | 0.06% | 346 |
|
|
2020
Q4 | $801K | Buy |
14,836
+5,415
| +57% | +$292K | 0.06% | 324 |
|
|
2020
Q3 | $403K | Buy |
+9,421
| New | +$403K | 0.04% | 428 |
|