IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-505
| Closed | -$21.5K | – | 461 |
|
|
2022
Q4 | $21.5K | Hold |
505
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $20K | Hold |
505
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $21K | Hold |
505
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $24K | Hold |
505
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $26K | Buy |
+505
| New | +$26K | 0.01% | 189 |
|