KFP
Keystone Financial Planning’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,990
| Closed | -$225K | – | 47 |
|
|
2014
Q4 | $225K | Hold |
7,990
| – | – | 0.17% | 44 |
|
|
2014
Q3 | $226K | Sell |
7,990
-2,385
| -23% | -$67.5K | 0.17% | 44 |
|
|
2014
Q2 | $312K | Sell |
10,375
-7,888
| -43% | -$237K | 0.24% | 43 |
|
|
2014
Q1 | $506K | Sell |
18,263
-5,099
| -22% | -$141K | 0.39% | 40 |
|
|
2013
Q4 | $643K | Buy |
+23,362
| New | +$643K | 0.51% | 39 |
|