HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $699K | Hold |
15,198
| – | – | 0.47% | 59 |
|
|
2022
Q1 | $831K | Buy |
15,198
+48
| +0.3% | +$2.63K | 0.49% | 59 |
|
|
2021
Q4 | $853K | Hold |
15,150
| – | – | 0.47% | 59 |
|
|
2021
Q3 | $788K | Sell |
15,150
-318
| -2% | -$16.5K | 0.47% | 57 |
|
|
2021
Q2 | $810K | Sell |
15,468
-446
| -3% | -$23.4K | 0.47% | 56 |
|
|
2021
Q1 | $811K | Sell |
15,914
-2,650
| -14% | -$135K | 0.49% | 57 |
|
|
2020
Q4 | $807K | Sell |
18,564
-1,421
| -7% | -$61.8K | 0.52% | 58 |
|
|
2020
Q3 | $683K | Sell |
19,985
-5,406
| -21% | -$185K | 0.49% | 58 |
|
|
2020
Q2 | $827K | Buy |
25,391
+850
| +3% | +$27.7K | 0.65% | 52 |
|
|
2020
Q1 | $648K | Sell |
24,541
-1,090
| -4% | -$28.8K | 0.58% | 53 |
|
|
2019
Q4 | $1.08M | Sell |
25,631
-682
| -3% | -$28.7K | 0.85% | 48 |
|
|
2019
Q3 | $1.04M | Sell |
26,313
-1,240
| -5% | -$48.9K | 0.89% | 48 |
|
|
2019
Q2 | $1.1M | Sell |
27,553
-1,525
| -5% | -$61K | 1.1% | 38 |
|
|
2019
Q1 | $1.14M | Sell |
29,078
-865
| -3% | -$34K | 1.2% | 36 |
|
|
2018
Q4 | $1.03M | Buy |
29,943
+15,228
| +103% | +$522K | 2.29% | 17 |
|
|
2018
Q3 | $609K | Buy |
14,715
+454
| +3% | +$18.8K | 0.54% | 55 |
|
|
2018
Q2 | $573K | Buy |
14,261
+270
| +2% | +$10.8K | 0.56% | 56 |
|
|
2018
Q1 | $541K | Buy |
13,991
+625
| +5% | +$24.2K | 0.53% | 56 |
|
|
2017
Q4 | $530K | Buy |
+13,366
| New | +$530K | 0.51% | 56 |
|