Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,914
| Closed | -$238K | – | 939 |
|
|
2022
Q1 | $238K | Sell |
4,914
-768
| -14% | -$37.2K | 0.01% | 827 |
|
|
2021
Q4 | $286K | Sell |
5,682
-899
| -14% | -$45.3K | 0.01% | 781 |
|
|
2021
Q3 | $303K | Sell |
6,581
-99
| -1% | -$4.56K | 0.02% | 703 |
|
|
2021
Q2 | $309K | Buy |
6,680
+204
| +3% | +$9.44K | 0.02% | 666 |
|
|
2021
Q1 | $281K | Buy |
+6,476
| New | +$281K | 0.02% | 617 |
|