Carroll Financial Associates’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.52M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $220K | Hold |
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|
2019
Q3 | $201K | Hold |
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|
2019
Q2 | $197K | Hold |
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|
2019
Q1 | $190K | Hold |
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|
2018
Q4 | $172K | Hold |
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|
2018
Q3 | $195K | Hold |
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|
2018
Q2 | $184K | Hold |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $186K | Hold |
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|
2017
Q3 | $176K | Hold |
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|
2017
Q2 | $166K | Hold |
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|
2017
Q1 | $162K | Hold |
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|
2016
Q4 | $154K | Hold |
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|
2016
Q3 | $145K | Hold |
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|
2016
Q2 | $139K | Hold |
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|
2016
Q1 | $139K | Hold |
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|
2015
Q4 | $138K | Hold |
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|
2015
Q3 | $139K | Hold |
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|
2015
Q2 | $143K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $142K | Hold |
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|
2014
Q2 | $136K | Hold |
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|
2014
Q1 | $131K | Hold |
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|
2013
Q4 | $128K | Hold |
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|
2013
Q3 | $117K | Hold |
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|
2013
Q2 | $0 | Buy |
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