20/20 Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $3.34M | Sell |
72,349
-3,705
| -5% | -$171K | 0.87% | 32 |
|
2021
Q1 | $3.3M | Sell |
76,054
-11,138
| -13% | -$483K | 0.96% | 29 |
|
2020
Q4 | $3.56M | Sell |
87,192
-171,397
| -66% | -$7M | 1.04% | 26 |
|
2020
Q3 | $9.16M | Sell |
258,589
-8,698
| -3% | -$308K | 3.45% | 7 |
|
2020
Q2 | $9.52M | Sell |
267,287
-134,708
| -34% | -$4.8M | 3.68% | 7 |
|
2020
Q1 | $12.5M | Buy |
401,995
+18,044
| +5% | +$559K | 5.59% | 3 |
|
2019
Q4 | $14.4M | Buy |
+383,951
| New | +$14.4M | 5.81% | 2 |
|