American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-28,205
| Closed | -$1.13M | – | 91 |
|
|
2019
Q2 | $1.13M | Buy |
28,205
+3,816
| +16% | +$153K | 0.34% | 30 |
|
|
2019
Q1 | $959K | Buy |
24,389
+2,616
| +12% | +$103K | 0.3% | 35 |
|
|
2018
Q4 | $747K | Buy |
21,773
+260
| +1% | +$8.92K | 0.24% | 40 |
|
|
2018
Q3 | $890K | Buy |
21,513
+1,179
| +6% | +$48.8K | 0.32% | 29 |
|
|
2018
Q2 | $817K | Buy |
20,334
+2,162
| +12% | +$86.9K | 0.3% | 30 |
|
|
2018
Q1 | $703K | Buy |
18,172
+2,614
| +17% | +$101K | 0.26% | 37 |
|
|
2017
Q4 | $617K | Buy |
15,558
+1,432
| +10% | +$56.8K | 0.23% | 38 |
|
|
2017
Q3 | $526K | Buy |
14,126
+1,604
| +13% | +$59.7K | 0.2% | 37 |
|
|
2017
Q2 | $448K | Buy |
12,522
+1,497
| +14% | +$53.6K | 0.18% | 42 |
|
|
2017
Q1 | $389K | Buy |
+11,025
| New | +$389K | 0.16% | 44 |
|