Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-321
| Closed | -$11K | – | 725 |
|
|
2020
Q2 | $11K | Hold |
321
| – | – | ﹤0.01% | 540 |
|
|
2020
Q1 | $9K | Hold |
321
| – | – | ﹤0.01% | 528 |
|
|
2019
Q4 | $12K | Hold |
321
| – | – | ﹤0.01% | 543 |
|
|
2019
Q3 | $11K | Hold |
321
| – | – | 0.01% | 534 |
|
|
2019
Q2 | $11K | Hold |
321
| – | – | 0.01% | 520 |
|
|
2019
Q1 | $10K | Hold |
321
| – | – | ﹤0.01% | 544 |
|
|
2018
Q4 | $9K | Hold |
321
| – | – | ﹤0.01% | 536 |
|
|
2018
Q3 | $10K | Hold |
321
| – | – | 0.01% | 518 |
|
|
2018
Q2 | $10K | Hold |
321
| – | – | 0.01% | 519 |
|
|
2018
Q1 | $10K | Hold |
321
| – | – | 0.01% | 525 |
|
|
2017
Q4 | $10K | Hold |
321
| – | – | 0.01% | 528 |
|
|
2017
Q3 | $9K | Hold |
321
| – | – | ﹤0.01% | 540 |
|
|
2017
Q2 | $9K | Buy |
+321
| New | +$9K | ﹤0.01% | 532 |
|