Pine Valley Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $398K | Buy |
7,381
+755
| +11% | +$40.7K | 0.02% | 348 |
|
|
2024
Q3 | $350K | Buy |
6,626
+330
| +5% | +$17.4K | 0.02% | 366 |
|
|
2024
Q2 | $297K | Buy |
6,296
+114
| +2% | +$5.37K | 0.02% | 367 |
|
|
2024
Q1 | $310K | Sell |
6,182
-457
| -7% | -$22.9K | 0.02% | 362 |
|
|
2023
Q4 | $331K | Buy |
6,639
+606
| +10% | +$30.2K | 0.02% | 336 |
|
|
2023
Q3 | $261K | Buy |
6,033
+552
| +10% | +$23.9K | 0.02% | 367 |
|
|
2023
Q2 | $246K | Buy |
+5,481
| New | +$246K | 0.02% | 325 |
|