ACG Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $936K | Sell |
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|
2021
Q2 | $964K | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $4.74M | Sell |
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|
2019
Q4 | $6.42M | Sell |
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|
2019
Q3 | $8.98M | Buy |
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|
2019
Q2 | $8.76M | Buy |
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|
2019
Q1 | $1.99M | Sell |
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|
2018
Q4 | $1.94M | Sell |
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|
2018
Q3 | $2.37M | Buy |
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|
2018
Q2 | $285K | Buy |
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