Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-284
| Closed | -$12.4K | – | 1379 |
|
|
2023
Q1 | $12.4K | Hold |
284
| – | – | 0.01% | 869 |
|
|
2022
Q4 | $11.8K | Buy |
284
+12
| +4% | +$499 | 0.01% | 878 |
|
|
2022
Q3 | $10K | Sell |
272
-244
| -47% | -$8.97K | 0.01% | 877 |
|
|
2022
Q2 | $21K | Buy |
516
+16
| +3% | +$651 | 0.01% | 641 |
|
|
2022
Q1 | $24K | Hold |
500
| – | – | 0.01% | 670 |
|
|
2021
Q4 | $25K | Hold |
500
| – | – | 0.01% | 653 |
|
|
2021
Q3 | $23K | Buy |
500
+250
| +100% | +$11.5K | 0.01% | 618 |
|
|
2021
Q2 | $12K | Buy |
+250
| New | +$12K | 0.01% | 934 |
|