Kingsview Wealth Management’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
Q1 | – | Sell |
-6,044
| Closed | -$313K | – | 966 |
|
2021
Q4 | $313K | Sell |
6,044
-2,096
| -26% | -$109K | 0.01% | 704 |
|
2021
Q3 | $469K | Buy |
8,140
+194
| +2% | +$11.2K | 0.02% | 564 |
|
2021
Q2 | $443K | Sell |
7,946
-675
| -8% | -$37.6K | 0.02% | 593 |
|
2021
Q1 | $427K | Sell |
8,621
-600
| -7% | -$29.7K | 0.02% | 539 |
|
2020
Q4 | $494K | Buy |
9,221
+3,718
| +68% | +$199K | 0.04% | 447 |
|
2020
Q3 | $235K | Buy |
+5,503
| New | +$235K | 0.02% | 530 |
|