AIS
Accurate Investment Solutions’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-533
| Closed | -$12K | – | 109 |
|
|
2020
Q1 | $12K | Hold |
533
| – | – | 0.01% | 268 |
|
|
2019
Q4 | $20K | Hold |
533
| – | – | 0.01% | 225 |
|
|
2019
Q3 | $19K | Hold |
533
| – | – | 0.01% | 185 |
|
|
2019
Q2 | $19K | Hold |
533
| – | – | 0.01% | 174 |
|
|
2019
Q1 | $19K | Hold |
533
| – | – | 0.01% | 166 |
|
|
2018
Q4 | $17K | Buy |
533
+22
| +4% | +$702 | 0.02% | 163 |
|
|
2018
Q3 | $20K | Hold |
511
| – | – | 0.01% | 178 |
|
|
2018
Q2 | $20K | Sell |
511
-499
| -49% | -$19.5K | 0.01% | 209 |
|
|
2018
Q1 | $36K | Buy |
+1,010
| New | +$36K | 0.03% | 161 |
|