Archer Investment Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21
| Closed | -$1.02K | – | 1164 |
|
|
2025
Q1 | $1.02K | Hold |
21
| – | – | ﹤0.01% | 999 |
|
|
2024
Q4 | $1.12K | Hold |
21
| – | – | ﹤0.01% | 986 |
|
|
2024
Q3 | $1.09K | Hold |
21
| – | – | ﹤0.01% | 972 |
|
|
2024
Q2 | $973 | Hold |
21
| – | – | ﹤0.01% | 966 |
|
|
2024
Q1 | $1.03K | Buy |
21
+1
| +5% | +$49 | ﹤0.01% | 946 |
|
|
2023
Q4 | $1.02K | Hold |
20
| – | – | ﹤0.01% | 958 |
|
|
2023
Q3 | $884 | Hold |
20
| – | – | ﹤0.01% | 938 |
|
|
2023
Q2 | $912 | Hold |
20
| – | – | ﹤0.01% | 917 |
|
|
2023
Q1 | $877 | Hold |
20
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $862 | Hold |
20
| – | – | ﹤0.01% | 761 |
|
|
2022
Q3 | $789 | Hold |
20
| – | – | ﹤0.01% | 743 |
|
|
2022
Q2 | $825 | Buy |
+20
| New | +$825 | ﹤0.01% | 746 |
|
|
2020
Q2 | – | Sell |
-165
| Closed | -$4K | – | 653 |
|
|
2020
Q1 | $4K | Hold |
165
| – | – | ﹤0.01% | 490 |
|
|
2019
Q4 | $6K | Buy |
+165
| New | +$6K | ﹤0.01% | 484 |
|
|
2019
Q3 | – | Sell |
-165
| Closed | -$6K | – | 505 |
|
|
2019
Q2 | $6K | Hold |
165
| – | – | ﹤0.01% | 368 |
|
|
2019
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 366 |
|
|
2018
Q4 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 350 |
|