Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-763
| Closed | -$25K | – | 548 |
|
|
2017
Q2 | $25K | Buy |
763
+2
| +0.3% | +$66 | 0.01% | 332 |
|
|
2017
Q1 | $25K | Buy |
761
+2
| +0.3% | +$66 | 0.01% | 319 |
|
|
2016
Q4 | $25K | Buy |
759
+3
| +0.4% | +$99 | 0.01% | 328 |
|
|
2016
Q3 | $21K | Hold |
756
| – | – | 0.01% | 359 |
|
|
2016
Q2 | $20K | Buy |
756
+3
| +0.4% | +$79 | 0.01% | 357 |
|
|
2016
Q1 | $19K | Hold |
753
| – | – | 0.01% | 360 |
|
|
2015
Q4 | $19K | Buy |
753
+3
| +0.4% | +$76 | 0.01% | 379 |
|
|
2015
Q3 | $18K | Buy |
750
+3
| +0.4% | +$72 | 0.01% | 372 |
|
|
2015
Q2 | $21K | Buy |
747
+3
| +0.4% | +$84 | 0.01% | 376 |
|
|
2015
Q1 | $21K | Buy |
744
+3
| +0.4% | +$85 | 0.01% | 353 |
|
|
2014
Q4 | $20K | Buy |
741
+360
| +94% | +$9.72K | 0.01% | 359 |
|
|
2014
Q3 | $10K | Hold |
381
| – | – | 0.01% | 443 |
|
|
2014
Q2 | $10K | Buy |
+381
| New | +$10K | 0.01% | 435 |
|