AWM
Avior Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11
| Closed | – | – | 1037 |
|
|
2020
Q4 | $0 | Sell |
11
-15
| -58% | – | ﹤0.01% | 1004 |
|
|
2020
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 949 |
|
|
2020
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 919 |
|
|
2020
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 806 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 745 |
|
|
2019
Q3 | $0 | Buy |
26
+20
| +333% | – | ﹤0.01% | 802 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 843 |
|
|
2019
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 666 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 720 |
|