United Capital Financial Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,908
| Closed | -$299K | – | 1258 |
|
|
2021
Q1 | $299K | Hold |
9,908
| – | – | ﹤0.01% | 981 |
|
|
2020
Q4 | $283K | Buy |
9,908
+166
| +2% | +$4.74K | ﹤0.01% | 1011 |
|
|
2020
Q3 | $261K | Sell |
9,742
-3,015
| -24% | -$80.8K | ﹤0.01% | 993 |
|
|
2020
Q2 | $319K | Hold |
12,757
| – | – | ﹤0.01% | 981 |
|
|
2020
Q1 | $287K | Hold |
12,757
| – | – | ﹤0.01% | 979 |
|
|
2019
Q4 | $363K | Hold |
12,757
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q3 | $352K | Hold |
12,757
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q2 | $351K | Buy |
+12,757
| New | +$351K | ﹤0.01% | 1137 |
|
|
2018
Q4 | – | Sell |
-11,028
| Closed | -$338K | – | 1376 |
|
|
2018
Q3 | $338K | Hold |
11,028
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q2 | $325K | Hold |
11,028
| – | – | ﹤0.01% | 1060 |
|
|
2018
Q1 | $311K | Buy |
+11,028
| New | +$311K | ﹤0.01% | 1082 |
|