PRIVATE WEALTH STRATEGIES, L.L.C. – WisdomTree U.S. Value Fund Transaction History
PRIVATE WEALTH STRATEGIES, L.L.C. portfolio value:
$8.67M
portfolio value
PRIVATE WEALTH STRATEGIES, L.L.C. quarter portfolio value change:
-3.70%
quarter
WisdomTree U.S. Value Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.72% | 1.21K shares | -266K | $51.04 | 169.79K |
Q2 2022 | share | Increase | +2.77% | 4.54K shares | -1.16M | $53 | 168.58K |
Q1 2022 | share | Increase | 0.00% | 164.03K shares | 10.09M | $61.59 | 164.03K |
Q2 2020 | share | Decrease | -100.00% | -268.22K shares | -8.67M | $38.51 | 0 |
Q1 2020 | share | Increase | +0.93% | 2.47K shares | -3.93M | $31.5 | 268.22K |
Q4 2019 | share | Increase | 0.00% | 265.74K shares | 12.60M | $45.94 | 265.74K |