LBMC Investment Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,383
| Closed | -$224K | – | 167 |
|
|
2022
Q3 | $224K | Hold |
8,383
| – | – | 0.03% | 138 |
|
|
2022
Q2 | $235K | Buy |
8,383
+394
| +5% | +$11K | 0.03% | 135 |
|
|
2022
Q1 | $327K | Hold |
7,989
| – | – | 0.03% | 114 |
|
|
2021
Q4 | $414K | Buy |
7,989
+4,803
| +151% | +$249K | 0.04% | 109 |
|
|
2021
Q3 | $460 | Sell |
3,186
-4,803
| -60% | -$693 | 0.04% | 92 |
|
|
2021
Q2 | $447K | Buy |
7,989
+78
| +1% | +$4.36K | 0.04% | 95 |
|
|
2021
Q1 | $381K | Buy |
7,911
+2,860
| +57% | +$138K | 0.04% | 98 |
|
|
2020
Q4 | $271K | Hold |
5,051
| – | – | 0.03% | 104 |
|
|
2020
Q3 | $216K | Buy |
+5,051
| New | +$216K | 0.03% | 107 |
|