MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $194K | Sell |
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|
2019
Q3 | $888K | Buy |
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|
2019
Q2 | $862K | Sell |
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|
2019
Q1 | $905K | Hold |
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|
2018
Q4 | $803K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $962K | Buy |
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|
2018
Q1 | $948K | Buy |
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|
2017
Q4 | $957K | Buy |
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|
2017
Q3 | $876K | Buy |
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|
2017
Q2 | $835K | Buy |
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|
2017
Q1 | $813K | Sell |
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|
2016
Q4 | $827K | Sell |
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|
2016
Q3 | $872K | Hold |
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|
2016
Q2 | $834K | Buy |
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|
2016
Q1 | $830K | Buy |
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|
2015
Q4 | $822K | Buy |
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|
2015
Q3 | $771K | Buy |
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|
2015
Q2 | $836K | Buy |
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|
2015
Q1 | $835K | Buy |
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|
2014
Q4 | $835K | Buy |
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|
2014
Q3 | $796K | Buy |
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|
2014
Q2 | $785K | Sell |
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|
2014
Q1 | $1M | Buy |
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|
2013
Q4 | $979K | Hold |
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|
2013
Q3 | $890K | Buy |
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|
2013
Q2 | $849K | Buy |
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