Pacifica Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-692
| Closed | -$29.3K | – | 498 |
|
|
2022
Q4 | $29.3K | Hold |
692
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $29K | Hold |
692
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $29K | Hold |
692
| – | – | 0.02% | 207 |
|
|
2022
Q1 | $34K | Hold |
692
| – | – | 0.02% | 197 |
|
|
2021
Q4 | $36K | Buy |
+692
| New | +$36K | 0.02% | 194 |
|