LFPWM
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Leicht Financial Planning & Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-272,183
Closed -$7.66M – 25
2020
Q1 		$7.66M Buy
+272,183
New +$7.66M 7.4% 4