MPWT
MassMutual Private Wealth & Trust’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-225
| Closed | -$5K | – | 751 |
|
|
2020
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 576 |
|
|
2019
Q4 | $9K | Hold |
225
| – | – | ﹤0.01% | 630 |
|
|
2019
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 597 |
|
|
2019
Q1 | $8.13K | Hold |
225
| – | – | ﹤0.01% | 621 |
|
|
2018
Q4 | $7.21K | Hold |
225
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $8.96K | Hold |
225
| – | – | ﹤0.01% | 623 |
|
|
2018
Q2 | $8.71K | Hold |
225
| – | – | ﹤0.01% | 631 |
|
|
2018
Q1 | $8.04K | Hold |
225
| – | – | ﹤0.01% | 635 |
|
|
2017
Q4 | $8.15K | Hold |
225
| – | – | ﹤0.01% | 626 |
|
|
2017
Q3 | $7.87K | Hold |
225
| – | – | ﹤0.01% | 799 |
|
|
2017
Q2 | $7.39K | Hold |
225
| – | – | ﹤0.01% | 778 |
|
|
2017
Q1 | $7.25K | Buy |
225
+150
| +200% | +$4.83K | ﹤0.01% | 758 |
|
|
2016
Q4 | $7.32K | Buy |
+75
| New | +$7.32K | ﹤0.01% | 501 |
|
|
2016
Q2 | $5.93K | Hold |
75
| – | – | ﹤0.01% | 559 |
|
|
2016
Q1 | $5.77K | Hold |
75
| – | – | ﹤0.01% | 615 |
|
|
2015
Q4 | $5.69K | Buy |
+75
| New | +$5.69K | ﹤0.01% | 558 |
|
|
2015
Q2 | – | Sell |
-245
| Closed | -$20.7K | – | 777 |
|
|
2015
Q1 | $20.7K | Buy |
+245
| New | +$20.7K | ﹤0.01% | 416 |
|