Buckingham Strategic Wealth’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
Q1 | – | Sell |
-7,460
| Closed | -$314K | – | 482 |
|
|
2019
Q4 | $314K | Buy |
7,460
+20
| +0.3% | +$842 | 0.03% | 348 |
|
|
2019
Q3 | $293K | Buy |
7,440
+22
| +0.3% | +$866 | 0.03% | 330 |
|
|
2019
Q2 | $297K | Buy |
7,418
+1,818
| +32% | +$72.8K | 0.03% | 344 |
|
|
2019
Q1 | $220K | Buy |
+5,600
| New | +$220K | 0.03% | 372 |
|
|
2018
Q4 | – | Sell |
-5,600
| Closed | -$232K | – | 364 |
|
|
2018
Q3 | $232K | Buy |
+5,600
| New | +$232K | 0.04% | 318 |
|