Venturi Wealth Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33
| Closed | -$1.06K | – | 2064 |
|
|
2024
Q3 | $1.06K | Sell |
33
-35
| -51% | -$1.12K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $2.15K | Buy |
68
+35
| +106% | +$1.11K | ﹤0.01% | 1352 |
|
|
2024
Q1 | $1.15K | Hold |
33
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q4 | $1.15K | Sell |
33
-368
| -92% | -$12.9K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $11.9K | Sell |
401
-395
| -50% | -$11.7K | ﹤0.01% | 764 |
|
|
2023
Q2 | $25.2K | Sell |
796
-792
| -50% | -$25.1K | ﹤0.01% | 513 |
|
|
2023
Q1 | $47.2K | Buy |
+1,588
| New | +$47.2K | ﹤0.01% | 475 |
|