SG Americas Securities’s WISDOMTREE LARGECAP GROWTH FUND ROI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-400,800
| Closed | -$1.44M | – | 3546 |
|
|
2018
Q3 | $1.44M | Hold |
400,800
| – | – | 0.01% | 1425 |
|
|
2018
Q2 | $1.8M | Hold |
400,800
| – | – | 0.02% | 1000 |
|
|
2018
Q1 | $1.6M | Buy |
+400,800
| New | +$1.6M | 0.01% | 1012 |
|
|
2017
Q1 | – | Sell |
-2,901,800
| Closed | -$825K | – | 3764 |
|
|
2016
Q4 | $825K | Buy |
2,901,800
+2,751,800
| +1,835% | +$782K | 0.01% | 1415 |
|
|
2016
Q3 | $1.46M | Hold |
150,000
| – | – | 0.02% | 920 |
|
|
2016
Q2 | $945K | Hold |
150,000
| – | – | 0.01% | 1335 |
|
|
2016
Q1 | $975K | Buy |
+150,000
| New | +$975K | 0.01% | 1326 |
|