Patriot Financial Group Insurance Agency’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-587
| Closed | -$2K | – | 1873 |
|
|
2020
Q2 | $2K | Buy |
587
+158
| +37% | +$538 | ﹤0.01% | 1436 |
|
|
2020
Q1 | $1K | Buy |
+429
| New | +$1K | ﹤0.01% | 1512 |
|
|
2019
Q2 | – | Sell |
-98
| Closed | -$1K | – | 1478 |
|
|
2019
Q1 | $1K | Hold |
98
| – | – | ﹤0.01% | 1189 |
|
|
2018
Q4 | $1K | Hold |
98
| – | – | ﹤0.01% | 953 |
|
|
2018
Q3 | $1K | Buy |
+98
| New | +$1K | ﹤0.01% | 960 |
|