WR Wealth Planners’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 |
-100
| Closed | -$3.2K | – | 1191 |
|
|
2024
Q3 | $3.2K | Hold |
100
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $3.16K | Hold |
100
| – | – | ﹤0.01% | 793 |
|
|
2024
Q1 | $3.48K | Buy |
+100
| New | +$3.48K | ﹤0.01% | 786 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$2.96K | – | 857 |
|
|
2023
Q3 | $2.96K | Hold |
100
| – | – | ﹤0.01% | 735 |
|
|
2023
Q2 | $3.17K | Hold |
100
| – | – | ﹤0.01% | 731 |
|
|
2023
Q1 | $2.97K | Hold |
100
| – | – | ﹤0.01% | 737 |
|
|
2022
Q4 | $2.51K | Buy |
+100
| New | +$2.51K | ﹤0.01% | 382 |
|