Keystone Financial Planning’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Keystone Financial Planning’s Portfolio WTRE Stock Details WTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell
2014 Q4	$225K	Hold
2014 Q3	$226K	Sell
2014 Q2	$312K	Sell
2014 Q1	$506K	Sell
2013 Q4	$643K	Buy