Summit Securities Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,591
| Closed | -$25K | – | 1127 |
|
|
2022
Q4 | $25K | Buy |
+4,591
| New | +$25K | ﹤0.01% | 636 |
|
|
2018
Q1 | – | Sell |
-27,500
| Closed | -$345K | – | 182 |
|
|
2017
Q4 | $345K | Buy |
+27,500
| New | +$345K | 0.04% | 118 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$91K | – | 332 |
|
|
2017
Q1 | $91K | Buy |
+10,000
| New | +$91K | 0.03% | 261 |
|