INSIGHT WEALTH STRATEGIES, LLC – WisdomTree U.S. Efficient Core Fund Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$906,000
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-8.28%
quarter
WisdomTree U.S. Efficient Core Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $30.58 | 27.16K | |
| Q2 2022 | share | Decrease | -0.90% | -247 shares | -205K | $33.34 | 27.16K |
| Q1 2022 | share | Increase | +6.71% | 1.72K shares | -28K | $40.52 | 27.41K |
| Q4 2021 | share | Decrease | -0.49% | -127 shares | 87K | $44.56 | 25.68K |
| Q3 2021 | share | Decrease | -3.74% | -1.00K shares | -38K | $40.74 | 25.81K |
| Q2 2021 | share | Decrease | -10.83% | -3.25K shares | -33K | $40.55 | 26.81K |
| Q1 2021 | share | Decrease | -21.04% | -8.01K shares | -271K | $37.17 | 30.07K |
| Q4 2020 | share | Increase | +22.61% | 7.02K shares | 360K | $36.36 | 38.09K |
| Q3 2020 | share | Increase | +18.68% | 4.89K shares | 234K | $32.93 | 31.06K |
| Q2 2020 | share | Increase | +41.34% | 7.65K shares | 323K | $30.17 | 26.17K |
| Q1 2020 | share | Increase | 0.00% | 18.52K shares | 477K | $25.36 | 18.52K |
| Q4 2019 | share | Decrease | -100.00% | -16.11K shares | -449K | $29.12 | 0 |
| Q3 2019 | share | Increase | 0.00% | 16.11K shares | 449K | $27.24 | 16.11K |