Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$3K | – | 272 |
|
|
2021
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 583 |
|
|
2021
Q2 | – | Sell |
-59
| Closed | -$2K | – | 809 |
|
|
2021
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 800 |
|
|
2020
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 804 |
|
|
2020
Q3 | $1K | Buy |
59
+1
| +2% | +$17 | ﹤0.01% | 826 |
|
|
2020
Q2 | $1K | Sell |
58
-82
| -59% | -$1.41K | ﹤0.01% | 861 |
|
|
2020
Q1 | $3K | Sell |
140
-219
| -61% | -$4.69K | ﹤0.01% | 755 |
|
|
2019
Q4 | $14K | Buy |
+359
| New | +$14K | 0.01% | 605 |
|