WFG Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-286
| Closed | -$5K | – | 1615 |
|
|
2015
Q2 | $5K | Hold |
286
| – | – | ﹤0.01% | 1331 |
|
|
2015
Q1 | $5K | Hold |
286
| – | – | ﹤0.01% | 1345 |
|
|
2014
Q4 | $5K | Hold |
286
| – | – | ﹤0.01% | 1610 |
|
|
2014
Q3 | $6K | Hold |
286
| – | – | ﹤0.01% | 1597 |
|
|
2014
Q2 | $6K | Hold |
286
| – | – | ﹤0.01% | 1590 |
|
|
2014
Q1 | $6K | Sell |
286
-841
| -75% | -$17.6K | ﹤0.01% | 1570 |
|
|
2013
Q4 | $23K | Hold |
1,127
| – | – | ﹤0.01% | 1291 |
|
|
2013
Q3 | $23K | Hold |
1,127
| – | – | ﹤0.01% | 1216 |
|
|
2013
Q2 | $23K | Buy |
+1,127
| New | +$23K | ﹤0.01% | 1156 |
|