My Legacy Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,981
Closed -$451K 212
2024
Q1
$451K Sell
10,981
-2,938
-21% -$121K 0.15% 161
2023
Q4
$511K Buy
+13,919
New +$511K 0.18% 148