Colonial Trust Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-225
| Closed | -$13.7K | – | 859 |
|
|
2024
Q1 | $13.7K | Hold |
225
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $12.9K | Hold |
225
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $11.4K | Hold |
225
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $11.9K | Hold |
225
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $10.9K | Buy |
+225
| New | +$10.9K | ﹤0.01% | 500 |
|