Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-122
| Closed | -$5K | – | 504 |
|
|
2019
Q4 | $5K | Buy |
122
+3
| +3% | +$123 | ﹤0.01% | 461 |
|
|
2019
Q3 | $4K | Buy |
119
+69
| +138% | +$2.32K | ﹤0.01% | 490 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 509 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 497 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 508 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 638 |
|
|
2018
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 647 |
|