American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $103K | Hold |
2,625
| – | – | ﹤0.01% | 1348 |
|
|
2022
Q2 | $108K | Hold |
2,625
| – | – | ﹤0.01% | 1355 |
|
|
2022
Q1 | $126K | Sell |
2,625
-144
| -5% | -$6.91K | ﹤0.01% | 1398 |
|
|
2021
Q4 | $142K | Buy |
2,769
+144
| +5% | +$7.4K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $127K | Hold |
2,625
| – | – | ﹤0.01% | 1345 |
|
|
2021
Q2 | $130K | Hold |
2,625
| – | – | 0.01% | 1308 |
|
|
2021
Q1 | $124K | Hold |
2,625
| – | – | 0.01% | 1240 |
|
|
2020
Q4 | $102K | Hold |
2,625
| – | – | 0.01% | 1150 |
|
|
2020
Q3 | $78.4K | Buy |
2,625
+1,625
| +163% | +$48.5K | ﹤0.01% | 1160 |
|
|
2020
Q2 | $28.4K | Hold |
1,000
| – | – | ﹤0.01% | 1501 |
|
|
2020
Q1 | $22.3K | Hold |
1,000
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q4 | $38.5K | Hold |
1,000
| – | – | ﹤0.01% | 1452 |
|
|
2019
Q3 | $35.6K | Hold |
1,000
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q2 | $35.9K | Hold |
1,000
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q1 | $36.1K | Hold |
1,000
| – | – | ﹤0.01% | 1325 |
|
|
2018
Q4 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 1200 |
|
|
2018
Q3 | $39.8K | Hold |
1,000
| – | – | ﹤0.01% | 1211 |
|
|
2018
Q2 | $38.7K | Buy |
+1,000
| New | +$38.7K | 0.01% | 1172 |
|