Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-165
| Closed | -$5.64K | – | 1211 |
|
|
2020
Q3 | $5.64K | Hold |
165
| – | – | ﹤0.01% | 727 |
|
|
2020
Q2 | $5.38K | Hold |
165
| – | – | ﹤0.01% | 734 |
|
|
2020
Q1 | $4.36K | Hold |
165
| – | – | ﹤0.01% | 734 |
|
|
2019
Q4 | $6.95K | Hold |
165
| – | – | ﹤0.01% | 750 |
|
|
2019
Q3 | $6.51K | Hold |
165
| – | – | ﹤0.01% | 763 |
|
|
2019
Q2 | $6.6K | Hold |
165
| – | – | ﹤0.01% | 613 |
|
|
2019
Q1 | $6.49K | Hold |
165
| – | – | ﹤0.01% | 603 |
|
|
2018
Q4 | $5.66K | Hold |
165
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $6.82K | Hold |
165
| – | – | ﹤0.01% | 623 |
|
|
2018
Q2 | $6.63K | Hold |
165
| – | – | ﹤0.01% | 620 |
|
|
2018
Q1 | $6.38K | Buy |
+165
| New | +$6.38K | ﹤0.01% | 642 |
|