LFA
Legend Financial Advisors’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-280
| Closed | -$10.5K | – | 254 |
|
2024
Q4 | $10.5K | Buy |
+280
| New | +$10.5K | 0.01% | 113 |
|
2024
Q3 | – | Sell |
-280
| Closed | -$8.85K | – | 281 |
|
2024
Q2 | $8.85K | Buy |
+280
| New | +$8.85K | 0.01% | 153 |
|
2022
Q2 | – | Sell |
-6,364
| Closed | -$366K | – | 49 |
|
2022
Q1 | $366K | Buy |
6,364
+390
| +7% | +$22.4K | 0.23% | 32 |
|
2021
Q4 | $310K | Sell |
5,974
-390
| -6% | -$20.2K | 0.22% | 34 |
|
2021
Q3 | $366K | Sell |
6,364
-27
| -0.4% | -$1.55K | 0.23% | 32 |
|
2021
Q2 | $357K | Sell |
6,391
-5,034
| -44% | -$281K | 0.23% | 30 |
|
2021
Q1 | $550K | Buy |
11,425
+770
| +7% | +$37.1K | 4.17% | 11 |
|
2020
Q4 | $571K | Buy |
+10,655
| New | +$571K | 0.46% | 19 |
|