Carroll Financial Associates’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $2.3M | Buy |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $770K | Sell |
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|
2019
Q4 | $8.36M | Buy |
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|
2019
Q3 | $2.21M | Buy |
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|
2019
Q2 | $1.79M | Buy |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Buy |
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