South Shore Capital Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-7,706
| Closed | -$237K | – | 78 |
|
2022
Q2 | $237K | Buy |
7,706
+80
| +1% | +$2.46K | 0.5% | 70 |
|
2022
Q1 | $264K | Sell |
7,626
-80
| -1% | -$2.77K | 0.43% | 74 |
|
2021
Q4 | $285K | Buy |
7,706
+105
| +1% | +$3.88K | 0.47% | 70 |
|
2021
Q3 | $270K | Hold |
7,601
| – | – | 0.49% | 74 |
|
2021
Q2 | $266K | Buy |
7,601
+575
| +8% | +$20.1K | 0.47% | 80 |
|
2021
Q1 | $239K | Hold |
7,026
| – | – | 0.24% | 112 |
|
2020
Q4 | $216K | Buy |
+7,026
| New | +$216K | 0.21% | 112 |
|