Choice Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,114
| Closed | -$284K | – | 38 |
|
|
2022
Q1 | $284K | Buy |
6,114
+117
| +2% | +$5.44K | 0.23% | 22 |
|
|
2021
Q4 | $308K | Sell |
5,997
-145
| -2% | -$7.45K | 0.23% | 23 |
|
|
2021
Q3 | $297K | Sell |
6,142
-521
| -8% | -$25.2K | 0.24% | 22 |
|
|
2021
Q2 | $329K | Sell |
6,663
-256
| -4% | -$12.6K | 0.24% | 21 |
|
|
2021
Q1 | $328K | Sell |
6,919
-21,593
| -76% | -$1.02M | 0.27% | 19 |
|
|
2020
Q4 | $1.11M | Buy |
+28,512
| New | +$1.11M | 1% | 12 |
|