LFPWM
Leicht Financial Planning & Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,337
| Closed | -$229K | – | 18 |
|
|
2024
Q3 | $229K | Hold |
4,337
| – | – | 0.12% | 19 |
|
|
2024
Q2 | $204K | Sell |
4,337
-53
| -1% | -$2.5K | 0.11% | 19 |
|
|
2024
Q1 | $220K | Sell |
4,390
-3,319
| -43% | -$166K | 0.12% | 20 |
|
|
2023
Q4 | $384K | Buy |
+7,709
| New | +$384K | 0.22% | 20 |
|
|
2023
Q2 | – | Sell |
-8,180
| Closed | -$354K | – | 20 |
|
|
2023
Q1 | $354K | Sell |
8,180
-5,355
| -40% | -$231K | 0.22% | 18 |
|
|
2022
Q4 | $576K | Buy |
+13,535
| New | +$576K | 0.39% | 22 |
|