LS Investment Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,401
| Closed | -$12K | – | 1470 |
|
|
2020
Q2 | $12K | Hold |
3,401
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q1 | $8K | Hold |
3,401
| – | – | ﹤0.01% | 1584 |
|
|
2019
Q4 | $16K | Hold |
3,401
| – | – | ﹤0.01% | 1585 |
|
|
2019
Q3 | $18K | Hold |
3,401
| – | – | ﹤0.01% | 1561 |
|
|
2019
Q2 | $21K | Hold |
3,401
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q1 | $24K | Hold |
3,401
| – | – | ﹤0.01% | 1476 |
|
|
2018
Q4 | $23K | Hold |
3,401
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q3 | $29K | Hold |
3,401
| – | – | ﹤0.01% | 1488 |
|
|
2018
Q2 | $31K | Hold |
3,401
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q1 | $31K | Buy |
3,401
+238
| +8% | +$2.17K | ﹤0.01% | 1447 |
|
|
2017
Q4 | $40K | Sell |
3,163
-897
| -22% | -$11.3K | ﹤0.01% | 1368 |
|
|
2017
Q3 | $41K | Hold |
4,060
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q2 | $41K | Hold |
4,060
| – | – | ﹤0.01% | 1410 |
|
|
2017
Q1 | $37K | Sell |
4,060
-3,461
| -46% | -$31.5K | ﹤0.01% | 1422 |
|
|
2016
Q4 | $84K | Buy |
7,521
+306
| +4% | +$3.42K | 0.01% | 1105 |
|
|
2016
Q3 | $74K | Buy |
7,215
+388
| +6% | +$3.98K | 0.01% | 1096 |
|
|
2016
Q2 | $67K | Buy |
6,827
+2,946
| +76% | +$28.9K | ﹤0.01% | 1107 |
|
|
2016
Q1 | $44K | Buy |
3,881
+162
| +4% | +$1.84K | ﹤0.01% | 1220 |
|
|
2015
Q4 | $58K | Buy |
3,719
+138
| +4% | +$2.15K | ﹤0.01% | 1082 |
|
|
2015
Q3 | $58K | Hold |
3,581
| – | – | ﹤0.01% | 1076 |
|
|
2015
Q2 | $79K | Buy |
+3,581
| New | +$79K | 0.01% | 986 |
|