Private Trust Company’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-204
| Closed | -$2K | – | 1195 |
|
|
2014
Q3 | $2K | Hold |
204
| – | – | ﹤0.01% | 1629 |
|
|
2014
Q2 | $3K | Hold |
204
| – | – | ﹤0.01% | 1512 |
|
|
2014
Q1 | $3K | Buy |
204
+83
| +69% | +$1.22K | ﹤0.01% | 1384 |
|
|
2013
Q4 | $2K | Hold |
121
| – | – | ﹤0.01% | 1514 |
|
|
2013
Q3 | $1K | Sell |
121
-266
| -69% | -$2.2K | ﹤0.01% | 1618 |
|
|
2013
Q2 | $4K | Buy |
+387
| New | +$4K | ﹤0.01% | 1154 |
|