Spire Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-641
| Closed | -$3K | – | 2414 |
|
|
2022
Q3 | $3K | Buy |
641
+4
| +0.6% | +$19 | ﹤0.01% | 1903 |
|
|
2022
Q2 | $3K | Sell |
637
-1,980
| -76% | -$9.33K | ﹤0.01% | 2308 |
|
|
2022
Q1 | $15K | Sell |
2,617
-72
| -3% | -$413 | ﹤0.01% | 1911 |
|
|
2021
Q4 | $16K | Sell |
2,689
-1,485
| -36% | -$8.84K | ﹤0.01% | 2212 |
|
|
2021
Q3 | $24K | Sell |
4,174
-157
| -4% | -$903 | ﹤0.01% | 1790 |
|
|
2021
Q2 | $27K | Buy |
4,331
+13
| +0.3% | +$81 | ﹤0.01% | 1757 |
|
|
2021
Q1 | $27K | Buy |
+4,318
| New | +$27K | ﹤0.01% | 2033 |
|