Rational Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,700
| Closed | -$16K | – | 571 |
|
|
2018
Q1 | $16K | Sell |
1,700
-300
| -15% | -$2.82K | 0.01% | 342 |
|
|
2017
Q4 | $25K | Buy |
+2,000
| New | +$25K | 0.01% | 235 |
|
|
2017
Q2 | – | Sell |
-5,400
| Closed | -$49K | – | 362 |
|
|
2017
Q1 | $49K | Sell |
5,400
-2,600
| -33% | -$23.6K | 0.03% | 200 |
|
|
2016
Q4 | $89K | Sell |
8,000
-3,000
| -27% | -$33.4K | 0.08% | 162 |
|
|
2016
Q3 | $113K | Sell |
11,000
-500
| -4% | -$5.14K | 0.07% | 220 |
|
|
2016
Q2 | $113K | Buy |
+11,500
| New | +$113K | 0.08% | 158 |
|