CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. – WisdomTree U.S. Earnings 500 Fund Transaction History
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. portfolio value:
$242,000
portfolio value
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. quarter portfolio value change:
-5.91%
quarter
WisdomTree U.S. Earnings 500 Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.48% | 30 shares | -14K | $38.39 | 6.30K |
| Q2 2022 | share | Decrease | -0.22% | -14 shares | -48K | $40.8 | 6.27K |
| Q1 2022 | share | Increase | +0.34% | 21 shares | -12K | $48.36 | 6.28K |
| Q4 2021 | share | Increase | 0.00% | 6.26K shares | 316K | $50.52 | 6.26K |