Alpha Omega Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,818
| Closed | -$65K | – | 317 |
|
|
2019
Q2 | $65K | Hold |
1,818
| – | – | 0.03% | 222 |
|
|
2019
Q1 | $66K | Buy |
1,818
+1,109
| +156% | +$40.3K | 0.03% | 217 |
|
|
2018
Q4 | $23K | Hold |
709
| – | – | 0.01% | 289 |
|
|
2018
Q3 | $28K | Hold |
709
| – | – | 0.01% | 280 |
|
|
2018
Q2 | $27K | Buy |
709
+625
| +744% | +$23.8K | 0.01% | 288 |
|
|
2018
Q1 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 442 |
|