KIA
KLR Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.21M | Sell |
41,431
-7,933
| -16% | -$423K | 1.6% | 10 |
|
|
2023
Q4 | $2.47M | Sell |
49,364
-6,311
| -11% | -$316K | 1.79% | 9 |
|
|
2023
Q3 | $2.43M | Sell |
55,675
-1,338
| -2% | -$58.5K | 2.21% | 8 |
|
|
2023
Q2 | $2.66M | Buy |
57,013
+1,310
| +2% | +$61.2K | 2.19% | 7 |
|
|
2023
Q1 | $2.44M | Sell |
55,703
-20,238
| -27% | -$885K | 2.14% | 8 |
|
|
2022
Q4 | $3.16M | Buy |
+75,941
| New | +$3.16M | 2.6% | 5 |
|