MSI Financial Services’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $51K | Sell |
4,603
-6,356
| -58% | -$70.4K | ﹤0.01% | 1862 |
|
|
2016
Q3 | $113K | Buy |
10,959
+2,925
| +36% | +$30.2K | ﹤0.01% | 1338 |
|
|
2016
Q2 | $79K | Sell |
8,034
-11,276
| -58% | -$111K | ﹤0.01% | 1547 |
|
|
2016
Q1 | $221K | Buy |
19,310
+3,858
| +25% | +$44.2K | 0.01% | 933 |
|
|
2015
Q4 | $242K | Buy |
15,452
+14,225
| +1,159% | +$223K | 0.01% | 842 |
|
|
2015
Q3 | $20K | Buy |
1,227
+1,017
| +484% | +$16.6K | ﹤0.01% | 1715 |
|
|
2015
Q2 | $5K | Buy |
210
+204
| +3,400% | +$4.86K | ﹤0.01% | 2466 |
|
|
2015
Q1 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 3148 |
|
|
2014
Q4 | $0 | Sell |
3
-1,498
| -100% | – | ﹤0.01% | 2798 |
|
|
2014
Q3 | $17K | Buy |
1,501
+1
| +0.1% | +$11 | ﹤0.01% | 1578 |
|
|
2014
Q2 | $19K | Sell |
1,500
-500
| -25% | -$6.33K | ﹤0.01% | 1518 |
|
|
2014
Q1 | $26K | Buy |
2,000
+750
| +60% | +$9.75K | ﹤0.01% | 1326 |
|
|
2013
Q4 | $22K | Hold |
1,250
| – | – | ﹤0.01% | 1356 |
|
|
2013
Q3 | $15K | Buy |
1,250
+500
| +67% | +$6K | ﹤0.01% | 1313 |
|
|
2013
Q2 | $9K | Buy |
+750
| New | +$9K | ﹤0.01% | 1607 |
|