BMD
Better Money Decisions’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,231
| Closed | -$201K | – | 68 |
|
|
2024
Q3 | $201K | Buy |
+3,231
| New | +$201K | 0.14% | 64 |
|
|
2022
Q3 | – | Sell |
-3,182
| Closed | -$146K | – | 182 |
|
|
2022
Q2 | $146K | Buy |
+3,182
| New | +$146K | 0.12% | 71 |
|
|
2021
Q4 | – | Sell |
-3,153
| Closed | -$164K | – | 240 |
|
|
2021
Q3 | $164K | Buy |
3,153
+17
| +0.5% | +$884 | 0.14% | 79 |
|
|
2021
Q2 | $164K | Buy |
+3,136
| New | +$164K | 0.15% | 76 |
|