New England Securities’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $79K | Buy |
3,291
+150
| +5% | +$3.6K | 0.03% | 470 |
|
2014
Q3 | $72K | Hold |
3,141
| – | – | 0.03% | 504 |
|
2014
Q2 | $71K | Sell |
3,141
-240
| -7% | -$5.43K | 0.02% | 514 |
|
2014
Q1 | $74K | Sell |
3,381
-3,018
| -47% | -$66.1K | 0.03% | 453 |
|
2013
Q4 | $138K | Sell |
6,399
-5,610
| -47% | -$121K | 0.06% | 342 |
|
2013
Q3 | $235K | Sell |
12,009
-471
| -4% | -$9.22K | 0.12% | 199 |
|
2013
Q2 | $234K | Buy |
+12,480
| New | +$234K | 0.16% | 149 |
|