Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-201
| Closed | -$4K | – | 436 |
|
|
2015
Q3 | $4K | Buy |
+201
| New | +$4K | ﹤0.01% | 832 |
|
|
2015
Q2 | – | Sell |
-375
| Closed | -$11K | – | 947 |
|
|
2015
Q1 | $11K | Buy |
+375
| New | +$11K | ﹤0.01% | 667 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$8K | – | 950 |
|
|
2014
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 701 |
|
|
2014
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 670 |
|