Pinnacle Summer Investments’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $0 | Sell |
122
-895
| -88% | – | ﹤0.01% | 1029 |
|
|
2015
Q3 | $17K | Buy |
1,017
+4
| +0.4% | +$67 | ﹤0.01% | 651 |
|
|
2015
Q2 | $22K | Buy |
1,013
+4
| +0.4% | +$87 | ﹤0.01% | 415 |
|
|
2015
Q1 | $22K | Buy |
1,009
+4
| +0.4% | +$87 | ﹤0.01% | 638 |
|
|
2014
Q4 | $18K | Sell |
1,005
-2,535
| -72% | -$45.4K | ﹤0.01% | 691 |
|
|
2014
Q3 | $40K | Buy |
3,540
+1,363
| +63% | +$15.4K | ﹤0.01% | 562 |
|
|
2014
Q2 | $26K | Buy |
2,177
+1,648
| +312% | +$19.7K | ﹤0.01% | 599 |
|
|
2014
Q1 | $7K | Sell |
529
-471
| -47% | -$6.23K | ﹤0.01% | 757 |
|
|
2013
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 620 |
|
|
2013
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 652 |
|
|
2013
Q2 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 588 |
|