Truvestments Capital’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-202
| Closed | -$8.6K | – | 743 |
|
|
2022
Q4 | $8.6K | Buy |
+202
| New | +$8.6K | ﹤0.01% | 479 |
|
|
2019
Q4 | – | Sell |
-882
| Closed | -$31K | – | 275 |
|
|
2019
Q3 | $31K | Hold |
882
| – | – | 0.02% | 340 |
|
|
2019
Q2 | $32K | Sell |
882
-153
| -15% | -$5.55K | 0.02% | 342 |
|
|
2019
Q1 | $37K | Buy |
+1,035
| New | +$37K | 0.03% | 321 |
|
|
2018
Q3 | $200K | Buy |
+5,018
| New | +$200K | 0.1% | 179 |
|