Next Financial Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,012
| Closed | -$6K | – | 3002 |
|
|
2021
Q3 | $6K | Hold |
1,012
| – | – | ﹤0.01% | 2222 |
|
|
2021
Q2 | $6K | Hold |
1,012
| – | – | ﹤0.01% | 2168 |
|
|
2021
Q1 | $6K | Buy |
+1,012
| New | +$6K | ﹤0.01% | 2062 |
|
|
2019
Q1 | – | Sell |
-1,915
| Closed | -$13K | – | 2144 |
|
|
2018
Q4 | $13K | Buy |
+1,915
| New | +$13K | ﹤0.01% | 1270 |
|
|
2015
Q3 | – | Sell |
-61,062
| Closed | -$1.34M | – | 1983 |
|
|
2015
Q2 | $1.34M | Buy |
+61,062
| New | +$1.34M | 0.46% | 49 |
|