Regal Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-25,910
| Closed | -$731K | – | 334 |
|
|
2018
Q4 | $731K | Buy |
25,910
+7,301
| +39% | +$206K | 0.16% | 149 |
|
|
2018
Q3 | $608K | Buy |
+18,609
| New | +$608K | 0.13% | 169 |
|
|
2015
Q2 | – | Sell |
-1,686
| Closed | -$40K | – | 952 |
|
|
2015
Q1 | $40K | Hold |
1,686
| – | – | 0.01% | 456 |
|
|
2014
Q4 | $40K | Hold |
1,686
| – | – | 0.01% | 423 |
|
|
2014
Q3 | $39K | Hold |
1,686
| – | – | 0.01% | 444 |
|
|
2014
Q2 | $38K | Hold |
1,686
| – | – | 0.01% | 425 |
|
|
2014
Q1 | $37K | Hold |
1,686
| – | – | 0.02% | 399 |
|
|
2013
Q4 | $36K | Hold |
1,686
| – | – | 0.02% | 342 |
|
|
2013
Q3 | $33K | Buy |
+1,686
| New | +$33K | 0.02% | 371 |
|