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Lowe Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Lowe Wealth Advisors’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-112
Closed -$5K – 347
2019
Q4 		$5K Hold
112
– – ﹤0.01% 207
2019
Q3 		$5K Hold
112
– – ﹤0.01% 196
2019
Q2 		$5K Hold
112
– – ﹤0.01% 210
2019
Q1 		$4K Buy
+112
New +$4K ﹤0.01% 193