Accel Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,157
| Closed | -$50.6K | – | 376 |
|
|
2023
Q1 | $50.6K | Buy |
1,157
+2
| +0.2% | +$87 | 0.02% | 475 |
|
|
2022
Q4 | $48K | Buy |
1,155
+6
| +0.5% | +$250 | 0.02% | 370 |
|
|
2022
Q3 | $47K | Buy |
1,149
+6
| +0.5% | +$245 | 0.03% | 383 |
|
|
2022
Q2 | $48K | Buy |
1,143
+6
| +0.5% | +$252 | 0.03% | 356 |
|
|
2022
Q1 | $55K | Sell |
1,137
-900
| -44% | -$43.5K | 0.03% | 353 |
|
|
2021
Q4 | $103K | Buy |
2,037
+1,137
| +126% | +$57.5K | 0.05% | 254 |
|
|
2021
Q3 | $41K | Sell |
900
-1,120
| -55% | -$51K | 0.03% | 352 |
|
|
2021
Q2 | $93K | Buy |
2,020
+9
| +0.4% | +$414 | 0.06% | 243 |
|
|
2021
Q1 | $87K | Buy |
2,011
+7
| +0.3% | +$303 | 0.07% | 235 |
|
|
2020
Q4 | $80K | Buy |
+2,004
| New | +$80K | 0.07% | 228 |
|