Golden State Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,100
| Closed | -$31K | – | 376 |
|
|
2020
Q1 | $31K | Buy |
+1,100
| New | +$31K | 0.01% | 434 |
|
|
2019
Q4 | – | Sell |
-1,640
| Closed | -$55K | – | 295 |
|
|
2019
Q3 | $55K | Hold |
1,640
| – | – | 0.02% | 404 |
|
|
2019
Q2 | $53K | Hold |
1,640
| – | – | 0.02% | 443 |
|
|
2019
Q1 | $52K | Buy |
+1,640
| New | +$52K | 0.02% | 429 |
|