Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-394
| Closed | -$13K | – | 2430 |
|
|
2018
Q4 | $13K | Buy |
+394
| New | +$13K | ﹤0.01% | 1689 |
|
|
2017
Q4 | – | Sell |
-180
| Closed | -$6K | – | 2181 |
|
|
2017
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 1710 |
|
|
2017
Q2 | $6K | Sell |
180
-135
| -43% | -$4.5K | ﹤0.01% | 1670 |
|
|
2017
Q1 | $11K | Hold |
315
| – | – | ﹤0.01% | 1447 |
|
|
2016
Q4 | $10K | Buy |
315
+135
| +75% | +$4.29K | ﹤0.01% | 1425 |
|
|
2016
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 1561 |
|
|
2016
Q2 | $5K | Hold |
180
| – | – | ﹤0.01% | 1509 |
|
|
2016
Q1 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 1475 |
|