Koshinski Asset Management’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-56,786
| Closed | -$521K | – | 387 |
|
|
2018
Q1 | $521K | Hold |
56,786
| – | – | 0.16% | 204 |
|
|
2017
Q4 | $713K | Sell |
56,786
-63
| -0.1% | -$791 | 0.18% | 201 |
|
|
2017
Q3 | $579K | Sell |
56,849
-3,500
| -6% | -$35.6K | 0.19% | 176 |
|
|
2017
Q2 | $614K | Sell |
60,349
-8,770
| -13% | -$89.2K | 0.22% | 152 |
|
|
2017
Q1 | $628K | Buy |
69,119
+20,249
| +41% | +$184K | 0.25% | 122 |
|
|
2016
Q4 | $544K | Sell |
48,870
-1,230
| -2% | -$13.7K | 0.27% | 126 |
|
|
2016
Q3 | $516K | Sell |
50,100
-5,100
| -9% | -$52.5K | 0.26% | 129 |
|
|
2016
Q2 | $540K | Sell |
55,200
-21,146
| -28% | -$207K | 0.29% | 122 |
|
|
2016
Q1 | $873K | Sell |
76,346
-15,170
| -17% | -$173K | 0.56% | 53 |
|
|
2015
Q4 | $1.44M | Sell |
91,516
-3,825
| -4% | -$60K | 1% | 21 |
|
|
2015
Q3 | $2.09M | Sell |
95,341
-8,954
| -9% | -$197K | 1.34% | 12 |
|
|
2015
Q2 | $2.29M | Buy |
104,295
+3,850
| +4% | +$84.6K | 1.45% | 11 |
|
|
2015
Q1 | $2.16M | Sell |
100,445
-5,700
| -5% | -$122K | 1.4% | 13 |
|
|
2014
Q4 | $1.41M | Buy |
+106,145
| New | +$1.41M | 0.8% | 27 |
|