Carson Wealth (CWM LLC)’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-219
| Closed | -$11K | – | 4420 |
|
|
2023
Q4 | $11K | Buy |
+219
| New | +$11K | ﹤0.01% | 3125 |
|
|
2022
Q4 | – | Sell |
-413
| Closed | -$16K | – | 4024 |
|
|
2022
Q3 | $16K | Sell |
413
-807
| -66% | -$31.3K | ﹤0.01% | 2370 |
|
|
2022
Q2 | $50K | Buy |
+1,220
| New | +$50K | ﹤0.01% | 1629 |
|
|
2019
Q1 | – | Sell |
-9,368
| Closed | -$264K | – | 2976 |
|
|
2018
Q4 | $264K | Buy |
+9,368
| New | +$264K | 0.01% | 546 |
|