Truvvo Partners’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,861
| Closed | -$84K | – | 31 |
|
|
2021
Q3 | $84K | Hold |
14,861
| – | – | 0.06% | 28 |
|
|
2021
Q2 | $92K | Hold |
14,861
| – | – | 0.06% | 24 |
|
|
2021
Q1 | $93K | Hold |
14,861
| – | – | 0.07% | 20 |
|
|
2020
Q4 | $80K | Hold |
14,861
| – | – | 0.05% | 23 |
|
|
2020
Q3 | $48K | Hold |
14,861
| – | – | 0.04% | 37 |
|
|
2020
Q2 | $52K | Hold |
14,861
| – | – | 0.04% | 39 |
|
|
2020
Q1 | $35K | Hold |
14,861
| – | – | 0.03% | 35 |
|
|
2019
Q4 | $72K | Hold |
14,861
| – | – | 0.04% | 38 |
|
|
2019
Q3 | $78K | Hold |
14,861
| – | – | 0.04% | 42 |
|
|
2019
Q2 | $92K | Buy |
+14,861
| New | +$92K | 0.05% | 44 |
|
|
2019
Q1 | – | Sell |
-14,861
| Closed | -$99K | – | 40 |
|
|
2018
Q4 | $99K | Hold |
14,861
| – | – | 0.07% | 40 |
|
|
2018
Q3 | $126K | Hold |
14,861
| – | – | 0.08% | 45 |
|
|
2018
Q2 | $135K | Hold |
14,861
| – | – | 0.09% | 49 |
|
|
2018
Q1 | $136K | Hold |
14,861
| – | – | 0.05% | 89 |
|
|
2017
Q4 | $187K | Hold |
14,861
| – | – | 0.06% | 123 |
|
|
2017
Q3 | $151K | Hold |
14,861
| – | – | 0.05% | 125 |
|
|
2017
Q2 | $151K | Hold |
14,861
| – | – | 0.05% | 125 |
|
|
2017
Q1 | $135K | Hold |
14,861
| – | – | 0.06% | 114 |
|
|
2016
Q4 | $166 | Hold |
14,861
| – | – | 0.06% | 121 |
|
|
2016
Q3 | $153K | Hold |
14,861
| – | – | 0.07% | 120 |
|
|
2016
Q2 | $145K | Buy |
14,861
+1,843
| +14% | +$18K | 0.07% | 118 |
|
|
2016
Q1 | $149K | Hold |
13,018
| – | – | 0.07% | 120 |
|
|
2015
Q4 | $204K | Buy |
+13,018
| New | +$204K | 0.11% | 107 |
|