Sowell Financial Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,953
| Closed | -$381K | – | 572 |
|
|
2024
Q1 | $381K | Sell |
10,953
-1,044
| -9% | -$36.3K | 0.02% | 487 |
|
|
2023
Q4 | $419K | Sell |
11,997
-1,764
| -13% | -$61.6K | 0.02% | 450 |
|
|
2023
Q3 | $408K | Sell |
13,761
-1,022
| -7% | -$30.3K | 0.03% | 429 |
|
|
2023
Q2 | $469K | Buy |
+14,783
| New | +$469K | 0.03% | 468 |
|
|
2023
Q1 | – | Sell |
-26,585
| Closed | -$667K | – | 846 |
|
|
2022
Q4 | $667K | Buy |
+26,585
| New | +$667K | 0.04% | 386 |
|
|
2021
Q2 | – | Sell |
-4,024
| Closed | -$186K | – | 2721 |
|
|
2021
Q1 | $186K | Buy |
4,024
+1,029
| +34% | +$47.6K | 0.01% | 1089 |
|
|
2020
Q4 | $160K | Buy |
2,995
+1,050
| +54% | +$56.1K | 0.01% | 945 |
|
|
2020
Q3 | $83K | Buy |
+1,945
| New | +$83K | ﹤0.01% | 1046 |
|