KLI
Kelman-Lazarov Inc’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,412
| Closed | -$256K | – | 86 |
|
|
2021
Q1 | $256K | Sell |
5,412
-311
| -5% | -$14.7K | 0.09% | 73 |
|
|
2020
Q4 | $223K | Buy |
+5,723
| New | +$223K | 0.09% | 70 |
|
|
2020
Q3 | – | Sell |
-8,685
| Closed | -$246K | – | 74 |
|
|
2020
Q2 | $246K | Sell |
8,685
-8,677
| -50% | -$246K | 0.11% | 66 |
|
|
2020
Q1 | $388K | Sell |
17,362
-37,116
| -68% | -$829K | 0.21% | 47 |
|
|
2019
Q4 | $2.1M | Sell |
54,478
-7,357
| -12% | -$283K | 0.94% | 22 |
|
|
2019
Q3 | $2.2M | Sell |
61,835
-2,113
| -3% | -$75.2K | 1.08% | 20 |
|
|
2019
Q2 | $2.29M | Sell |
63,948
-3,518
| -5% | -$126K | 1.18% | 21 |
|
|
2019
Q1 | $2.44M | Sell |
67,466
-3,624
| -5% | -$131K | 1.28% | 20 |
|
|
2018
Q4 | $2.28M | Sell |
71,090
-1,567
| -2% | -$50.2K | 1.42% | 19 |
|
|
2018
Q3 | $2.9M | Sell |
72,657
-5,104
| -7% | -$203K | 1.69% | 17 |
|
|
2018
Q2 | $3.01M | Sell |
77,761
-696
| -0.9% | -$26.9K | 1.62% | 17 |
|
|
2018
Q1 | $2.8M | Sell |
78,457
-960
| -1% | -$34.3K | 1.51% | 19 |
|
|
2017
Q4 | $2.88M | Sell |
79,417
-697
| -0.9% | -$25.2K | 1.47% | 21 |
|
|
2017
Q3 | $2.8M | Buy |
80,114
+3,801
| +5% | +$133K | 1.48% | 23 |
|
|
2017
Q2 | $2.51M | Buy |
76,313
+4,313
| +6% | +$142K | 1.37% | 25 |
|
|
2017
Q1 | $2.32M | Buy |
72,000
+48,106
| +201% | +$1.55M | 1.49% | 24 |
|
|
2016
Q4 | $2.33M | Buy |
23,894
+1,214
| +5% | +$119K | 1.32% | 25 |
|
|
2016
Q3 | $1.91M | Buy |
22,680
+2,210
| +11% | +$186K | 1.09% | 29 |
|
|
2016
Q2 | $1.63M | Buy |
20,470
+3,127
| +18% | +$248K | 0.93% | 33 |
|
|
2016
Q1 | $1.33M | Buy |
+17,343
| New | +$1.33M | 0.78% | 41 |
|