Shelton Capital Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,401
| Closed | -$27K | – | 709 |
|
|
2020
Q1 | $27K | Hold |
11,401
| – | – | ﹤0.01% | 628 |
|
|
2019
Q4 | $55K | Hold |
11,401
| – | – | ﹤0.01% | 820 |
|
|
2019
Q3 | $60K | Hold |
11,401
| – | – | ﹤0.01% | 808 |
|
|
2019
Q2 | $70K | Buy |
11,401
+11,321
| +14,151% | +$69.5K | ﹤0.01% | 823 |
|
|
2019
Q1 | $11.4K | Sell |
80
-11,321
| -99% | -$1.61M | 0.05% | 354 |
|
|
2018
Q4 | $76K | Sell |
11,401
-500
| -4% | -$3.33K | 0.01% | 759 |
|
|
2018
Q3 | $101K | Buy |
11,901
+500
| +4% | +$4.24K | 0.01% | 900 |
|
|
2018
Q2 | $104K | Hold |
11,401
| – | – | 0.01% | 842 |
|
|
2018
Q1 | $105K | Hold |
11,401
| – | – | 0.01% | 822 |
|
|
2017
Q4 | $143K | Hold |
11,401
| – | – | 0.01% | 833 |
|
|
2017
Q3 | $116K | Hold |
11,401
| – | – | 0.01% | 815 |
|
|
2017
Q2 | $116K | Buy |
+11,401
| New | +$116K | 0.01% | 841 |
|