Stratos Wealth Partners’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-371
| Closed | -$3K | – | 2519 |
|
|
2018
Q3 | $3K | Buy |
+371
| New | +$3K | ﹤0.01% | 2646 |
|
|
2018
Q2 | – | Sell |
-1,828
| Closed | -$17K | – | 2604 |
|
|
2018
Q1 | $17K | Buy |
1,828
+1,100
| +151% | +$10.2K | ﹤0.01% | 2081 |
|
|
2017
Q4 | $9K | Buy |
+728
| New | +$9K | ﹤0.01% | 2213 |
|