RMR Wealth Builders’s WisdomTree US LargeCap Fund EPS Stock Holding History

RMR Wealth Builders’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy
2023 Q1	–	Sell
2022 Q4	$205K	Buy
2022 Q3	–	Sell
2022 Q2	$201K	Sell
2022 Q1	$276K	Buy
2021 Q4	$221K	Buy
2021 Q2	–	Sell
2021 Q1	$129K	Buy