My Legacy Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$461K Sell
2023
Q2
$493K Buy
2023
Q1
$409K Sell
2022
Q4
$1.89M Sell
2022
Q3
$1.78M Buy
2022
Q2
$1.53M Buy
2022
Q1
$686K Buy