Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,416
| Closed | -$55K | – | 1969 |
|
|
2020
Q4 | $55K | Sell |
1,416
-719
| -34% | -$27.9K | ﹤0.01% | 720 |
|
|
2020
Q3 | $64K | Hold |
2,135
| – | – | 0.01% | 560 |
|
|
2020
Q2 | $61K | Sell |
2,135
-1,993
| -48% | -$56.9K | 0.01% | 622 |
|
|
2020
Q1 | $102K | Buy |
4,128
+25
| +0.6% | +$618 | 0.01% | 413 |
|
|
2019
Q4 | $158K | Buy |
4,103
+16
| +0.4% | +$616 | 0.02% | 360 |
|
|
2019
Q3 | $146K | Buy |
4,087
+15
| +0.4% | +$536 | 0.02% | 355 |
|
|
2019
Q2 | $146K | Buy |
4,072
+15
| +0.4% | +$538 | 0.02% | 353 |
|
|
2019
Q1 | $146K | Buy |
+4,057
| New | +$146K | 0.02% | 336 |
|