Lake Point Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $0 | Hold |
75
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $0 | Hold |
75
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $0 | Hold |
75
| – | – | ﹤0.01% | 494 |
|
|
2021
Q3 | $0 | Hold |
75
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $0 | Buy |
+75
| New | – | ﹤0.01% | 446 |
|
|
2020
Q1 | $0 | Hold |
75
| – | – | ﹤0.01% | 473 |
|
|
2019
Q4 | $0 | Buy |
+75
| New | – | ﹤0.01% | 635 |
|
|
2019
Q2 | $0 | Hold |
75
| – | – | ﹤0.01% | 695 |
|
|
2019
Q1 | $0 | Hold |
75
| – | – | ﹤0.01% | 877 |
|
|
2018
Q4 | $0 | Buy |
+75
| New | – | ﹤0.01% | 859 |
|