Graves Light Lenhart Wealth’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 |
-1,500
| Closed | -$69K | – | 308 |
|
|
2022
Q2 | $69K | Hold |
1,500
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $82K | Hold |
1,500
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $84K | Hold |
1,500
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $78K | Hold |
1,500
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $79K | Hold |
1,500
| – | – | 0.01% | 317 |
|
|
2021
Q1 | $76K | Hold |
1,500
| – | – | 0.01% | 319 |
|
|
2020
Q4 | $65K | Buy |
+1,500
| New | +$65K | 0.01% | 331 |
|