Valeo Financial Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-89
| Closed | – | – | 1885 |
|
|
2019
Q4 | $0 | Hold |
89
| – | – | ﹤0.01% | 1723 |
|
|
2019
Q3 | $0 | Hold |
89
| – | – | ﹤0.01% | 1676 |
|
|
2019
Q2 | $1K | Sell |
89
-1,266
| -93% | -$14.2K | ﹤0.01% | 1497 |
|
|
2019
Q1 | $10K | Buy |
+1,355
| New | +$10K | ﹤0.01% | 968 |
|
|
2018
Q4 | – | Sell |
-3,789
| Closed | -$29K | – | 1738 |
|
|
2018
Q3 | $29K | Sell |
3,789
-510
| -12% | -$3.9K | ﹤0.01% | 658 |
|
|
2018
Q2 | $35K | Sell |
4,299
-8,833
| -67% | -$71.9K | ﹤0.01% | 622 |
|
|
2018
Q1 | $120K | Buy |
13,132
+39
| +0.3% | +$356 | 0.02% | 329 |
|
|
2017
Q4 | $164K | Sell |
13,093
-1,929
| -13% | -$24.2K | 0.03% | 266 |
|
|
2017
Q3 | $153K | Buy |
+15,022
| New | +$153K | 0.03% | 228 |
|