Gupta Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 823 |
|
|
2015
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 852 |
|
|
2015
Q3 | $11K | Sell |
450
-210
| -32% | -$5.13K | ﹤0.01% | 882 |
|
|
2015
Q2 | $19K | Hold |
660
| – | – | ﹤0.01% | 747 |
|
|
2015
Q1 | $19K | Buy |
+660
| New | +$19K | 0.01% | 614 |
|