Pinnacle Bancorp’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-115
| Closed | -$5.62K | – | 918 |
|
2025
Q1 | $5.62K | Sell |
115
-51
| -31% | -$2.49K | ﹤0.01% | 766 |
|
2024
Q4 | $8.95K | Hold |
166
| – | – | ﹤0.01% | 714 |
|
2024
Q3 | $8.76K | Buy |
166
+31
| +23% | +$1.64K | ﹤0.01% | 707 |
|
2024
Q2 | $6.36K | Hold |
135
| – | – | ﹤0.01% | 726 |
|
2024
Q1 | $6.77K | Buy |
135
+16
| +13% | +$802 | ﹤0.01% | 706 |
|
2023
Q4 | $5.93K | Buy |
+119
| New | +$5.93K | ﹤0.01% | 689 |
|