YWP
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YorkBridge Wealth Partners’s WisdomTree WT Stock Holding History

YorkBridge Wealth Partners’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-900
Closed -$7K – 919
2017
Q1 		$7K Sell
900
-4,915
-85% -$38.2K ﹤0.01% 656
2016
Q4 		$64K Buy
+5,815
New +$64K 0.04% 326