Sound Income Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-536
| Closed | -$30.5K | – | 1434 |
|
|
2024
Q2 | $30.5K | Hold |
536
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $29.7K | Hold |
536
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $26.9K | Hold |
536
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $24.5K | Hold |
536
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $25K | Hold |
536
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $23.4K | Hold |
536
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $22.3K | Hold |
536
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $21K | Hold |
536
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $22K | Hold |
536
| – | – | ﹤0.01% | 337 |
|
|
2022
Q1 | $26K | Hold |
536
| – | – | ﹤0.01% | 315 |
|
|
2021
Q4 | $27K | Hold |
536
| – | – | ﹤0.01% | 320 |
|
|
2021
Q3 | $25K | Hold |
536
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $25K | Hold |
536
| – | – | ﹤0.01% | 308 |
|
|
2021
Q1 | $23.2K | Buy |
+536
| New | +$23.2K | ﹤0.01% | 334 |
|