Capital Asset Advisory Services’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
2021
Q1
Sell
-275
Closed -$11K 896
2020
Q4
$11K Buy
+275
New +$11K ﹤0.01% 1059
2020
Q1
Sell
-275
Closed -$10K 529
2019
Q4
$10K Buy
+275
New +$10K ﹤0.01% 504