Madison Street Partners’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-27,792
| Closed | -$610K | – | 28 |
|
2015
Q2 | $610K | Buy |
27,792
+7,792
| +39% | +$171K | 0.82% | 22 |
|
2015
Q1 | $429K | Buy |
+20,000
| New | +$429K | 0.43% | 35 |
|
2014
Q1 | – | Sell |
-29,245
| Closed | -$518K | – | 41 |
|
2013
Q4 | $518K | Buy |
+29,245
| New | +$518K | 0.49% | 32 |
|