WealthShield Partners’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
Q1 | – | Sell |
-162
| Closed | -$6K | – | 286 |
|
|
2019
Q4 | $6K | Hold |
162
| – | – | ﹤0.01% | 255 |
|
|
2019
Q3 | $5K | Buy |
+162
| New | +$5K | ﹤0.01% | 246 |
|
|
2019
Q2 | – | Sell |
-162
| Closed | -$5K | – | 243 |
|
|
2019
Q1 | $5K | Hold |
162
| – | – | ﹤0.01% | 245 |
|
|
2018
Q4 | $5K | Sell |
162
-25
| -13% | -$772 | ﹤0.01% | 215 |
|
|
2018
Q3 | $6K | Hold |
187
| – | – | ﹤0.01% | 219 |
|
|
2018
Q2 | $6K | Hold |
187
| – | – | ﹤0.01% | 209 |
|
|
2018
Q1 | $6K | Buy |
+187
| New | +$6K | ﹤0.01% | 205 |
|