OneDigital Investment Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-220
| Closed | -$4K | – | 1059 |
|
2018
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 1190 |
|
2018
Q1 | $4K | Hold |
220
| – | – | ﹤0.01% | 1178 |
|
2017
Q4 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 1104 |
|
2017
Q3 | – | Sell |
-220
| Closed | -$4K | – | 1055 |
|
2017
Q2 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 1079 |
|