ACG Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $4.53M | Sell |
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|
2021
Q4 | $4.99M | Sell |
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|
2021
Q3 | $4.66M | Sell |
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|
2021
Q2 | $4.82M | Sell |
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|
2021
Q1 | $5.48M | Sell |
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|
2020
Q4 | $4.87M | Sell |
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|
2020
Q3 | $5.18M | Sell |
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|
2020
Q2 | $5.96M | Buy |
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|
2020
Q1 | $4.36M | Sell |
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|
2019
Q4 | $7.53M | Sell |
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|
2019
Q3 | $9.14M | Sell |
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|
2019
Q2 | $9.31M | Buy |
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|
2019
Q1 | $2.52M | Sell |
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|
2018
Q4 | $2.29M | Sell |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $478K | Buy |
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