Clear Creek Financial Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $967K | Sell |
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|
2020
Q1 | $946K | Sell |
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|
2019
Q4 | $9.49M | Buy |
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|
2019
Q3 | $6.28M | Sell |
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|
2019
Q2 | $7.88M | Buy |
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