Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-936
| Closed | -$21K | – | 592 |
|
|
2020
Q1 | $21K | Hold |
936
| – | – | ﹤0.01% | 713 |
|
|
2019
Q4 | $36K | Hold |
936
| – | – | ﹤0.01% | 620 |
|
|
2019
Q3 | $33K | Buy |
936
+299
| +47% | +$10.5K | ﹤0.01% | 623 |
|
|
2019
Q2 | $23K | Buy |
637
+411
| +182% | +$14.8K | ﹤0.01% | 688 |
|
|
2019
Q1 | $8K | Buy |
+226
| New | +$8K | ﹤0.01% | 860 |
|