Vontobel Swiss Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-42,500
| Closed | -$1.35M | – | 74 |
|
2020
Q3 | $1.35M | Hold |
42,500
| – | – | 0.94% | 26 |
|
2020
Q2 | $1.36M | Hold |
42,500
| – | – | 0.89% | 32 |
|
2020
Q1 | $1.26M | Hold |
42,500
| – | – | 0.96% | 32 |
|
2019
Q4 | $1.53M | Sell |
42,500
-1,500
| -3% | -$53.9K | 1% | 34 |
|
2019
Q3 | $1.51M | Sell |
44,000
-1,500
| -3% | -$51.6K | 0.98% | 37 |
|
2019
Q2 | $1.61M | Buy |
+45,500
| New | +$1.61M | 0.86% | 43 |
|