Clear Creek Financial Management’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 |
-4,428
| Closed | -$212K | – | 326 |
|
|
2022
Q1 | $212K | Sell |
4,428
-343
| -7% | -$16.4K | 0.03% | 306 |
|
|
2021
Q4 | $245K | Sell |
4,771
-2,902
| -38% | -$149K | 0.04% | 283 |
|
|
2021
Q3 | $371K | Sell |
7,673
-77
| -1% | -$3.72K | 0.06% | 219 |
|
|
2021
Q2 | $383K | Buy |
+7,750
| New | +$383K | 0.06% | 206 |
|
|
2021
Q1 | – | Sell |
-8,505
| Closed | -$331K | – | 102 |
|
|
2020
Q4 | $331K | Buy |
+8,505
| New | +$331K | 0.06% | 228 |
|
|
2020
Q3 | – | Sell |
-34,101
| Closed | -$967K | – | 126 |
|
|
2020
Q2 | $967K | Sell |
34,101
-6,674
| -16% | -$189K | 0.25% | 64 |
|
|
2020
Q1 | $946K | Sell |
40,775
-209,620
| -84% | -$4.86M | 0.36% | 42 |
|
|
2019
Q4 | $9.49M | Buy |
250,395
+82,515
| +49% | +$3.13M | 3.73% | 7 |
|
|
2019
Q3 | $6.28M | Sell |
167,880
-51,772
| -24% | -$1.94M | 3.04% | 7 |
|
|
2019
Q2 | $7.88M | Buy |
+219,652
| New | +$7.88M | 3.37% | 5 |
|