GPS Wealth Strategies Group’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88K | Hold |
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|
2025
Q1 | $81.5K | Hold |
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|
2024
Q4 | $84.1K | Hold |
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|
2024
Q3 | $82.6K | Hold |
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|
2024
Q2 | $78.2K | Hold |
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|
2024
Q1 | $76.2K | Hold |
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|
2023
Q4 | $68.9K | Hold |
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|
2023
Q3 | $62.9K | Hold |
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|
2023
Q2 | $64.2K | Hold |
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|
2023
Q1 | $60.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $80K | Hold |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $71K | Buy |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $59K | Buy |
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