LWA
Lowe Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-15
| Closed | – | – | 295 |
|
2019
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 270 |
|
2018
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 267 |
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 268 |
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 219 |
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 224 |
|
2017
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 229 |
|