Patriot Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-307,424
| Closed | -$3.16M | – | 69 |
|
|
2016
Q3 | $3.16M | Sell |
307,424
-7,559
| -2% | -$77.8K | 0.61% | 57 |
|
|
2016
Q2 | $3.08M | Buy |
314,983
+5,923
| +2% | +$58K | 0.61% | 57 |
|
|
2016
Q1 | $3.53M | Buy |
+309,060
| New | +$3.53M | 0.71% | 54 |
|
|
2014
Q4 | – | Sell |
-381,210
| Closed | -$4.34M | – | 64 |
|
|
2014
Q3 | $4.34M | Buy |
+381,210
| New | +$4.34M | 1.07% | 37 |
|