Sunbelt Securities’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 |
-593
| Closed | -$33.7K | – | 1866 |
|
|
2024
Q2 | $33.7K | Buy |
593
+3
| +0.5% | +$171 | ﹤0.01% | 1001 |
|
|
2024
Q1 | $32.7K | Buy |
590
+2
| +0.3% | +$111 | ﹤0.01% | 974 |
|
|
2023
Q4 | $29.5K | Buy |
588
+3
| +0.5% | +$150 | ﹤0.01% | 924 |
|
|
2023
Q3 | $26.8K | Buy |
585
+2
| +0.3% | +$92 | ﹤0.01% | 942 |
|
|
2023
Q2 | $27.2K | Buy |
583
+3
| +0.5% | +$140 | ﹤0.01% | 939 |
|
|
2023
Q1 | $25K | Buy |
+580
| New | +$25K | ﹤0.01% | 897 |
|