Tempus Wealth Planning, LLC QSY Holdings History
Tempus Wealth Planning, LLC's WISDOMTREE U.S. VALUE FUND Holding Summary
As of 2025-03-31, Tempus Wealth Planning, LLC held 4,135.00 shares of WISDOMTREE U.S. VALUE FUND(QSY), totaling $339,770.00. This investment constitutes 0.1% of their stock portfolio, and Tempus Wealth Planning, LLC now holds -% of the outstanding WISDOMTREE U.S. VALUE FUND(QSY) stock.
The initial trade took place in 2024Q4. And since then Tempus Wealth Planning, LLC has made 1 purchases of QSY, at an average price of $84.31, for a total of 18,135.00 shares. In addition, there have been 1 sales at an average price of $84.71 for 14,000.00 shares. Based on historical transaction data and QSY's current price of $63.37, Tempus Wealth Planning, LLC's estimated gain on his QSY holdings is $-80,986.90, reflecting a -5.30% gain to date.
Tempus Wealth Planning, LLC QSY ($63.37) Holding Chart
Tempus Wealth Planning, LLC QSY ($63.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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