Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-472
| Closed | -$22K | – | 391 |
|
|
2022
Q2 | $22K | Hold |
472
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $26K | Hold |
472
| – | – | ﹤0.01% | 459 |
|
|
2021
Q4 | $27K | Hold |
472
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $25K | Hold |
472
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $25K | Hold |
472
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $24K | Hold |
472
| – | – | ﹤0.01% | 408 |
|
|
2020
Q4 | $21K | Buy |
+472
| New | +$21K | ﹤0.01% | 403 |
|