FLI
Family Legacy Inc’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-50,916
| Closed | -$1.35M | – | 115 |
|
|
2020
Q1 | $1.35M | Buy |
50,916
+1,058
| +2% | +$27.9K | 0.97% | 43 |
|
|
2019
Q4 | $2.09M | Buy |
49,858
+217
| +0.4% | +$9.08K | 1.19% | 33 |
|
|
2019
Q3 | $2.04M | Buy |
49,641
+976
| +2% | +$40.2K | 1.27% | 31 |
|
|
2019
Q2 | $1.95M | Buy |
48,665
+302
| +0.6% | +$12.1K | 1.52% | 21 |
|
|
2019
Q1 | $1.97M | Buy |
48,363
+869
| +2% | +$35.3K | 1.6% | 22 |
|
|
2018
Q4 | $1.63M | Buy |
47,494
+1,573
| +3% | +$54K | 1.46% | 23 |
|
|
2018
Q3 | $1.9M | Buy |
45,921
+206
| +0.5% | +$8.52K | 1.55% | 20 |
|
|
2018
Q2 | $1.84M | Buy |
45,715
+1,227
| +3% | +$49.3K | 1.59% | 23 |
|
|
2018
Q1 | $1.72M | Buy |
44,488
+2,118
| +5% | +$81.9K | 1.59% | 21 |
|
|
2017
Q4 | $1.68M | Buy |
+42,370
| New | +$1.68M | 1.52% | 23 |
|
|
2017
Q3 | – | Sell |
-41,537
| Closed | -$1.49M | – | 63 |
|
|
2017
Q2 | $1.49M | Buy |
41,537
+221
| +0.5% | +$7.91K | 1.49% | 26 |
|
|
2017
Q1 | $1.46M | Buy |
+41,316
| New | +$1.46M | 1.52% | 26 |
|