AWMS
Advocacy Wealth Management Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,087
| Closed | -$99K | – | 227 |
|
|
2017
Q3 | $99K | Buy |
+3,087
| New | +$99K | 0.04% | 39 |
|
|
2017
Q2 | – | Sell |
-3,087
| Closed | -$99K | – | 283 |
|
|
2017
Q1 | $99K | Buy |
3,087
+2,058
| +200% | +$66K | 0.03% | 48 |
|
|
2016
Q4 | $100K | Hold |
1,029
| – | – | 0.03% | 46 |
|
|
2016
Q3 | $87K | Hold |
1,029
| – | – | 0.03% | 78 |
|
|
2016
Q2 | $81K | Sell |
1,029
-26
| -2% | -$2.05K | 0.04% | 109 |
|
|
2016
Q1 | $81K | Buy |
1,055
+514
| +95% | +$39.5K | 0.06% | 145 |
|
|
2015
Q4 | $41K | Buy |
+541
| New | +$41K | 0.05% | 183 |
|