Sutton Wealth Advisors’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 |
-5,551
| Closed | -$30.3K | – | 1577 |
|
|
2022
Q4 | $30.3K | Hold |
5,551
| – | – | 0.01% | 552 |
|
|
2022
Q3 | $26K | Buy |
5,551
+23
| +0.4% | +$108 | 0.01% | 576 |
|
|
2022
Q2 | $28K | Buy |
5,528
+18
| +0.3% | +$91 | 0.01% | 552 |
|
|
2022
Q1 | $32.3K | Sell |
5,510
-41
| -0.7% | -$241 | 0.01% | 546 |
|
|
2021
Q4 | $34K | Buy |
5,551
+41
| +0.7% | +$251 | 0.01% | 537 |
|
|
2021
Q3 | $31.2K | Hold |
5,510
| – | – | 0.01% | 540 |
|
|
2021
Q2 | $34.2K | Hold |
5,510
| – | – | 0.01% | 528 |
|
|
2021
Q1 | $34.4K | Hold |
5,510
| – | – | 0.01% | 508 |
|
|
2020
Q4 | $29.5K | Hold |
5,510
| – | – | 0.01% | 498 |
|
|
2020
Q3 | $17.6K | Hold |
5,510
| – | – | 0.01% | 578 |
|
|
2020
Q2 | $19.1K | Hold |
5,510
| – | – | 0.01% | 545 |
|
|
2020
Q1 | $12.8K | Buy |
5,510
+3,631
| +193% | +$8.46K | 0.01% | 588 |
|
|
2019
Q4 | $9.09K | Buy |
1,879
+326
| +21% | +$1.58K | ﹤0.01% | 845 |
|
|
2019
Q3 | $8.11K | Buy |
+1,553
| New | +$8.11K | ﹤0.01% | 849 |
|
|
2019
Q2 | – | Sell |
-1,899
| Closed | -$13.4K | – | 1231 |
|
|
2019
Q1 | $13.4K | Buy |
+1,899
| New | +$13.4K | 0.01% | 708 |
|
|
2018
Q4 | – | Sell |
-2,016
| Closed | -$17.1K | – | 1202 |
|
|
2018
Q3 | $17.1K | Hold |
2,016
| – | – | 0.01% | 649 |
|
|
2018
Q2 | $18.3K | Hold |
2,016
| – | – | 0.01% | 624 |
|
|
2018
Q1 | $18.5K | Hold |
2,016
| – | – | 0.01% | 601 |
|
|
2017
Q4 | $25.3K | Hold |
2,016
| – | – | 0.02% | 468 |
|
|
2017
Q3 | $20.5K | Hold |
2,016
| – | – | 0.02% | 537 |
|
|
2017
Q2 | $20.5K | Hold |
2,016
| – | – | 0.02% | 519 |
|
|
2017
Q1 | $18.3K | Buy |
+2,016
| New | +$18.3K | 0.02% | 544 |
|