MLA
My Legacy Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,087
| Closed | -$461K | – | 207 |
|
|
2023
Q3 | $461K | Sell |
10,087
-283
| -3% | -$12.9K | 0.19% | 146 |
|
|
2023
Q2 | $493K | Buy |
10,370
+1,067
| +11% | +$50.7K | 0.19% | 149 |
|
|
2023
Q1 | $409K | Sell |
9,303
-32,916
| -78% | -$1.45M | 0.18% | 159 |
|
|
2022
Q4 | $1.89M | Sell |
42,219
-3,787
| -8% | -$170K | 0.81% | 27 |
|
|
2022
Q3 | $1.78M | Buy |
46,006
+9,190
| +25% | +$356K | 0.9% | 20 |
|
|
2022
Q2 | $1.53M | Buy |
36,816
+22,626
| +159% | +$938K | 0.76% | 27 |
|
|
2022
Q1 | $686K | Buy |
+14,190
| New | +$686K | 0.32% | 109 |
|