Advisory Services Network’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,218
| Closed | -$69.9K | – | 2161 |
|
|
2023
Q4 | $69.9K | Buy |
+1,218
| New | +$69.9K | ﹤0.01% | 1835 |
|
|
2023
Q2 | – | Sell |
-1,363
| Closed | -$67.8K | – | 2158 |
|
|
2023
Q1 | $67.8K | Buy |
+1,363
| New | +$67.8K | ﹤0.01% | 1857 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$2K | – | 3130 |
|
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 2623 |
|
|
2019
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2621 |
|