Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-200
| Closed | -$10K | – | 842 |
|
|
2024
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $9.96K | Hold |
200
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $8.65K | Hold |
200
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $8.96K | Hold |
200
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $8.64K | Hold |
200
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $8.52K | Buy |
+200
| New | +$8.52K | ﹤0.01% | 547 |
|