BWA
BlueChip Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
3,610
| – | – | 0.1% | 157 |
|
|
2025
Q1 | $215K | Buy |
+3,610
| New | +$215K | 0.11% | 146 |
|
|
2024
Q4 | – | Sell |
-4,387
| Closed | -$273K | – | 144 |
|
|
2024
Q3 | $273K | Sell |
4,387
-360
| -8% | -$22.4K | 0.14% | 126 |
|
|
2024
Q2 | $274K | Buy |
4,747
+103
| +2% | +$5.95K | 0.16% | 114 |
|
|
2024
Q1 | $283K | Hold |
4,644
| – | – | 0.18% | 99 |
|
|
2023
Q4 | $267K | Buy |
+4,644
| New | +$267K | 0.19% | 97 |
|