SWM
Sequoia Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,930
| Closed | -$241K | – | 60 |
|
|
2019
Q2 | $241K | Sell |
6,930
-972
| -12% | -$33.8K | 0.23% | 48 |
|
|
2019
Q1 | $285K | Sell |
7,902
-5,009
| -39% | -$181K | 0.23% | 59 |
|
|
2018
Q4 | $414K | Buy |
12,911
+4,508
| +54% | +$145K | 0.41% | 40 |
|
|
2018
Q3 | $336K | Buy |
8,403
+1,495
| +22% | +$59.8K | 0.29% | 45 |
|
|
2018
Q2 | $270K | Buy |
+6,908
| New | +$270K | 0.29% | 48 |
|