Patriot Financial Group Insurance Agency’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-51
| Closed | -$1K | – | 1956 |
|
|
2022
Q2 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1965 |
|
|
2020
Q1 | – | Sell |
-116
| Closed | -$4K | – | 1780 |
|
|
2019
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q1 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 914 |
|