Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$194 | – | 327 |
|
|
2022
Q4 | $194 | Hold |
4
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 618 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 518 |
|
|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 289 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 505 |
|