Private Capital Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-393
| Closed | -$2K | – | 2190 |
|
|
2020
Q4 | $2K | Hold |
393
| – | – | ﹤0.01% | 1821 |
|
|
2020
Q3 | $1K | Sell |
393
-281
| -42% | -$715 | ﹤0.01% | 1912 |
|
|
2020
Q2 | $2K | Buy |
674
+427
| +173% | +$1.27K | ﹤0.01% | 1741 |
|
|
2020
Q1 | $1K | Buy |
247
+10
| +4% | +$40 | ﹤0.01% | 1886 |
|
|
2019
Q4 | $1K | Buy |
237
+97
| +69% | +$409 | ﹤0.01% | 1878 |
|
|
2019
Q3 | $1K | Sell |
140
-2,868
| -95% | -$20.5K | ﹤0.01% | 2114 |
|
|
2019
Q2 | $27K | Buy |
3,008
+52
| +2% | +$467 | 0.01% | 949 |
|
|
2019
Q1 | $21K | Sell |
2,956
-135
| -4% | -$959 | ﹤0.01% | 1179 |
|
|
2018
Q4 | $21K | Buy |
3,091
+83
| +3% | +$564 | ﹤0.01% | 1084 |
|
|
2018
Q3 | $25K | Hold |
3,008
| – | – | 0.01% | 1063 |
|
|
2018
Q2 | $27K | Buy |
3,008
+607
| +25% | +$5.45K | 0.01% | 972 |
|
|
2018
Q1 | $22K | Buy |
2,401
+1,732
| +259% | +$15.9K | ﹤0.01% | 1033 |
|
|
2017
Q4 | $30 | Buy |
+669
| New | +$30 | 0.01% | 898 |
|