Patriot Financial Group Insurance Agency’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-443
| Closed | -$12K | – | 1933 |
|
|
2022
Q2 | $12K | Sell |
443
-86
| -16% | -$2.33K | ﹤0.01% | 1189 |
|
|
2022
Q1 | $22K | Sell |
529
-219
| -29% | -$9.11K | ﹤0.01% | 1059 |
|
|
2021
Q4 | $39K | Buy |
748
+51
| +7% | +$2.66K | 0.01% | 968 |
|
|
2021
Q3 | $40K | Buy |
697
+206
| +42% | +$11.8K | 0.01% | 948 |
|
|
2021
Q2 | $27K | Sell |
491
-106
| -18% | -$5.83K | ﹤0.01% | 1066 |
|
|
2021
Q1 | $29K | Sell |
597
-154
| -21% | -$7.48K | 0.01% | 965 |
|
|
2020
Q4 | $40K | Buy |
751
+50
| +7% | +$2.66K | 0.01% | 759 |
|
|
2020
Q3 | $30K | Buy |
+701
| New | +$30K | 0.01% | 673 |
|