MTWM
Masso Torrence Wealth Management’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 |
-8,624
| Closed | -$230K | – | 103 |
|
|
2022
Q3 | $230K | Sell |
8,624
-981
| -10% | -$26.2K | 0.2% | 74 |
|
|
2022
Q2 | $269K | Sell |
9,605
-8,545
| -47% | -$239K | 0.24% | 67 |
|
|
2022
Q1 | $742K | Sell |
18,150
-3,424
| -16% | -$140K | 0.59% | 35 |
|
|
2021
Q4 | $1.12M | Buy |
+21,574
| New | +$1.12M | 0.78% | 35 |
|