Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $31K | Sell |
621
-615
| -50% | -$30.7K | ﹤0.01% | 1700 |
|
|
2021
Q3 | $57K | Sell |
1,236
-34
| -3% | -$1.57K | ﹤0.01% | 1359 |
|
|
2021
Q2 | $59K | Sell |
1,270
-166
| -12% | -$7.71K | ﹤0.01% | 1317 |
|
|
2021
Q1 | $62K | Buy |
1,436
+328
| +30% | +$14.2K | 0.01% | 1198 |
|
|
2020
Q4 | $45K | Buy |
1,108
+502
| +83% | +$20.4K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $21K | Buy |
+606
| New | +$21K | ﹤0.01% | 1387 |
|
|
2020
Q2 | – | Sell |
-562
| Closed | -$16K | – | 961 |
|
|
2020
Q1 | $16K | Buy |
+562
| New | +$16K | ﹤0.01% | 1358 |
|