BFG
Barber Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-73,510
| Closed | -$3.09M | – | 124 |
|
|
2019
Q4 | $3.09M | Sell |
73,510
-4,161
| -5% | -$175K | 0.63% | 41 |
|
|
2019
Q3 | $3.06M | Sell |
77,671
-2,683
| -3% | -$106K | 0.65% | 37 |
|
|
2019
Q2 | $3.21M | Buy |
80,354
+1,373
| +2% | +$54.9K | 0.75% | 30 |
|
|
2019
Q1 | $3.11M | Buy |
78,981
+5,481
| +7% | +$216K | 0.61% | 34 |
|
|
2018
Q4 | $2.52M | Buy |
73,500
+4,972
| +7% | +$170K | 0.54% | 37 |
|
|
2018
Q3 | $2.83M | Buy |
68,528
+5,058
| +8% | +$209K | 0.68% | 39 |
|
|
2018
Q2 | $2.55M | Sell |
63,470
-4,466
| -7% | -$179K | 0.74% | 33 |
|
|
2018
Q1 | $2.63M | Sell |
67,936
-24,130
| -26% | -$933K | 0.7% | 41 |
|
|
2017
Q4 | $3.65M | Buy |
+92,066
| New | +$3.65M | 0.93% | 36 |
|