Simplicity Solutions’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-152,711
| Closed | -$5.07M | – | 875 |
|
|
2020
Q2 | $5.07M | Sell |
152,711
-44,476
| -23% | -$1.48M | 0.1% | 186 |
|
|
2020
Q1 | $5.54M | Sell |
197,187
-883
| -0.4% | -$24.8K | 0.17% | 106 |
|
|
2019
Q4 | $7.27M | Buy |
198,070
+16,187
| +9% | +$594K | 0.22% | 78 |
|
|
2019
Q3 | $6.1M | Buy |
+181,883
| New | +$6.1M | 0.25% | 64 |
|