Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,200
| Closed | -$43K | – | 801 |
|
|
2019
Q3 | $43K | Sell |
1,200
-1,800
| -60% | -$64.5K | 0.01% | 347 |
|
|
2019
Q2 | $108K | Hold |
3,000
| – | – | 0.04% | 225 |
|
|
2019
Q1 | $108K | Hold |
3,000
| – | – | 0.05% | 209 |
|
|
2018
Q4 | $96K | Hold |
3,000
| – | – | 0.05% | 200 |
|
|
2018
Q3 | $120K | Buy |
3,000
+1,900
| +173% | +$76K | 0.06% | 188 |
|
|
2018
Q2 | $43K | Buy |
+1,100
| New | +$43K | 0.02% | 302 |
|