Valeo Financial Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-674
| Closed | -$18K | – | 2092 |
|
|
2020
Q1 | $18K | Hold |
674
| – | – | ﹤0.01% | 893 |
|
|
2019
Q4 | $22K | Hold |
674
| – | – | ﹤0.01% | 893 |
|
|
2019
Q3 | $20K | Hold |
674
| – | – | ﹤0.01% | 842 |
|
|
2019
Q2 | $20K | Hold |
674
| – | – | ﹤0.01% | 847 |
|
|
2019
Q1 | $20K | Buy |
674
+29
| +4% | +$861 | ﹤0.01% | 789 |
|
|
2018
Q4 | $17K | Buy |
+645
| New | +$17K | ﹤0.01% | 754 |
|