PSI Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.72K | Hold |
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|
2024
Q4 | $1.77K | Hold |
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|
2024
Q3 | $1.74K | Hold |
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|
2024
Q2 | $1.65K | Hold |
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|
2024
Q1 | $1.61K | Hold |
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|
2023
Q4 | $1.45K | Hold |
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|
2023
Q3 | $1.33K | Hold |
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|
2023
Q2 | $1.35K | Hold |
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|
2023
Q1 | $1.27K | Hold |
|
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|
2022
Q4 | $1.21K | Sell |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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