United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25,167
| Closed | -$582K | – | 1228 |
|
|
2015
Q4 | $582K | Hold |
25,167
| – | – | 0.01% | 851 |
|
|
2015
Q3 | $549K | Hold |
25,167
| – | – | 0.01% | 866 |
|
|
2015
Q2 | $599K | Sell |
25,167
-960
| -4% | -$22.8K | 0.01% | 852 |
|
|
2015
Q1 | $629K | Hold |
26,127
| – | – | 0.01% | 823 |
|
|
2014
Q4 | $627K | Hold |
26,127
| – | – | 0.01% | 755 |
|
|
2014
Q3 | $600K | Buy |
+26,127
| New | +$600K | 0.01% | 740 |
|
|
2014
Q2 | – | Sell |
-29,352
| Closed | -$641K | – | 832 |
|
|
2014
Q1 | $641K | Buy |
29,352
+6,024
| +26% | +$132K | 0.01% | 587 |
|
|
2013
Q4 | $501K | Buy |
+23,328
| New | +$501K | 0.02% | 436 |
|