RWB
RMR Wealth Builders’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+3,194
| New | +$204K | 0.02% | 275 |
|
|
2023
Q1 | – | Sell |
-4,942
| Closed | -$205K | – | 214 |
|
|
2022
Q4 | $205K | Buy |
+4,942
| New | +$205K | 0.05% | 182 |
|
|
2022
Q3 | – | Sell |
-4,929
| Closed | -$201K | – | 201 |
|
|
2022
Q2 | $201K | Sell |
4,929
-769
| -13% | -$31.4K | 0.05% | 188 |
|
|
2022
Q1 | $276K | Buy |
5,698
+1,311
| +30% | +$63.5K | 0.06% | 165 |
|
|
2021
Q4 | $221K | Buy |
+4,387
| New | +$221K | 0.06% | 111 |
|
|
2021
Q2 | – | Sell |
-2,974
| Closed | -$129K | – | 330 |
|
|
2021
Q1 | $129K | Buy |
+2,974
| New | +$129K | 0.03% | 242 |
|