BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.38K | Hold |
45
| – | – | ﹤0.01% | 839 |
|
|
2023
Q1 | $2.24K | Hold |
45
| – | – | ﹤0.01% | 897 |
|
|
2022
Q4 | $2.19K | Hold |
45
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 919 |
|
|
2022
Q2 | $2K | Sell |
45
-45
| -50% | -$2K | ﹤0.01% | 891 |
|
|
2022
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 815 |
|
|
2021
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 822 |
|
|
2021
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 820 |
|
|
2021
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 836 |
|
|
2020
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 661 |
|
|
2020
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 622 |
|
|
2020
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 594 |
|
|
2020
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 669 |
|
|
2019
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 509 |
|
|
2019
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 530 |
|
|
2019
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 519 |
|
|
2019
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 473 |
|
|
2018
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 515 |
|
|
2018
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 521 |
|
|
2018
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 469 |
|
|
2017
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 372 |
|
|
2017
Q2 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 466 |
|