American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $49.7K | Hold |
1,131
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q2 | $52K | Hold |
1,131
| – | – | ﹤0.01% | 1737 |
|
|
2022
Q1 | $61.8K | Hold |
1,131
| – | – | ﹤0.01% | 1777 |
|
|
2021
Q4 | $63.7K | Hold |
1,131
| – | – | ﹤0.01% | 1760 |
|
|
2021
Q3 | $58.8K | Hold |
1,131
| – | – | ﹤0.01% | 1688 |
|
|
2021
Q2 | $59.3K | Hold |
1,131
| – | – | ﹤0.01% | 1650 |
|
|
2021
Q1 | $57.6K | Hold |
1,131
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q4 | $49.2K | Hold |
1,131
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q3 | $38.7K | Buy |
1,131
+625
| +124% | +$21.4K | ﹤0.01% | 1426 |
|
|
2020
Q2 | $16.5K | Hold |
506
| – | – | ﹤0.01% | 1722 |
|
|
2020
Q1 | $13.4K | Hold |
506
| – | – | ﹤0.01% | 1690 |
|
|
2019
Q4 | $21.3K | Hold |
506
| – | – | ﹤0.01% | 1695 |
|
|
2019
Q3 | $20K | Hold |
506
| – | – | ﹤0.01% | 1661 |
|
|
2019
Q2 | $20.2K | Hold |
506
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q1 | $19.9K | Hold |
506
| – | – | ﹤0.01% | 1585 |
|
|
2018
Q4 | $17.4K | Sell |
506
-9,764
| -95% | -$335K | ﹤0.01% | 1427 |
|
|
2018
Q3 | $425K | Sell |
10,270
-4,148
| -29% | -$172K | 0.05% | 363 |
|
|
2018
Q2 | $579K | Sell |
14,418
-2,890
| -17% | -$116K | 0.08% | 257 |
|
|
2018
Q1 | $669K | Sell |
17,308
-1,148
| -6% | -$44.4K | 0.1% | 203 |
|
|
2017
Q4 | $732K | Buy |
+18,456
| New | +$732K | 0.12% | 188 |
|