Stephens Inc’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-1,406
| Closed | -$22K | – | 806 |
|
2015
Q4 | $22K | Buy |
1,406
+1,264
| +890% | +$19.8K | ﹤0.01% | 729 |
|
2015
Q3 | $2K | Hold |
142
| – | – | ﹤0.01% | 752 |
|
2015
Q2 | $3K | Buy |
142
+24
| +20% | +$507 | ﹤0.01% | 796 |
|
2015
Q1 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 813 |
|