Carroll Financial Associates’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $126K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $20K | Hold |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $19K | Hold |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $19K | Hold |
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|
2013
Q4 | $19K | Hold |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $15K | Buy |
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