Ameritas Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-110
| Closed | -$4K | – | 3094 |
|
2020
Q4 | $4K | Sell |
110
-49
| -31% | -$1.78K | ﹤0.01% | 2995 |
|
2020
Q3 | $5K | Buy |
159
+1
| +0.6% | +$31 | ﹤0.01% | 2970 |
|
2020
Q2 | $5K | Hold |
158
| – | – | ﹤0.01% | 2951 |
|
2020
Q1 | $4K | Buy |
158
+1
| +0.6% | +$25 | ﹤0.01% | 2864 |
|
2019
Q4 | $6K | Buy |
157
+1
| +0.6% | +$38 | ﹤0.01% | 2872 |
|
2019
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 2887 |
|
2019
Q2 | $6K | Buy |
156
+1
| +0.6% | +$38 | ﹤0.01% | 2917 |
|
2019
Q1 | $6K | Hold |
155
| – | – | ﹤0.01% | 2823 |
|
2018
Q4 | $5K | Buy |
155
+1
| +0.6% | +$32 | ﹤0.01% | 2853 |
|
2018
Q3 | $6K | Buy |
154
+1
| +0.7% | +$39 | ﹤0.01% | 2928 |
|
2018
Q2 | $6K | Hold |
153
| – | – | ﹤0.01% | 2913 |
|
2018
Q1 | $5K | Hold |
153
| – | – | ﹤0.01% | 2855 |
|
2017
Q4 | $1K | Buy |
153
+1
| +0.7% | +$7 | ﹤0.01% | 2949 |
|
2017
Q3 | $5K | Hold |
152
| – | – | ﹤0.01% | 2914 |
|
2017
Q2 | $5K | Buy |
152
+1
| +0.7% | +$33 | ﹤0.01% | 2929 |
|
2017
Q1 | $5K | Buy |
151
+1
| +0.7% | +$33 | ﹤0.01% | 2834 |
|
2016
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 1220 |
|