New England Securities’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $98K | Buy |
3,537
+534
| +18% | +$14.8K | 0.03% | 426 |
|
|
2014
Q3 | $76K | Sell |
3,003
-783
| -21% | -$19.8K | 0.03% | 493 |
|
|
2014
Q2 | $104K | Sell |
3,786
-525
| -12% | -$14.4K | 0.04% | 436 |
|
|
2014
Q1 | $117K | Sell |
4,311
-1,383
| -24% | -$37.5K | 0.05% | 366 |
|
|
2013
Q4 | $155K | Sell |
5,694
-399
| -7% | -$10.9K | 0.06% | 306 |
|
|
2013
Q3 | $150K | Buy |
6,093
+951
| +18% | +$23.4K | 0.08% | 269 |
|
|
2013
Q2 | $115K | Buy |
+5,142
| New | +$115K | 0.08% | 263 |
|