Surevest’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
Q2 | – | Sell |
-12,015
| Closed | -$338K | – | 86 |
|
|
2020
Q1 | $338K | Sell |
12,015
-48,272
| -80% | -$1.36M | 0.18% | 80 |
|
|
2019
Q4 | $2.21M | Sell |
60,287
-6,260
| -9% | -$230K | 0.94% | 37 |
|
|
2019
Q3 | $2.23M | Sell |
66,547
-1,472
| -2% | -$49.4K | 1.1% | 23 |
|
|
2019
Q2 | $2.24M | Sell |
68,019
-10,761
| -14% | -$354K | 1.16% | 23 |
|
|
2019
Q1 | $2.5M | Sell |
78,780
-2,157
| -3% | -$68.6K | 1.54% | 21 |
|
|
2018
Q4 | $2.28M | Buy |
+80,937
| New | +$2.28M | 1.8% | 16 |
|