HC Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $699K | Hold |
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2022
Q1 | $831K | Buy |
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|
2021
Q4 | $853K | Hold |
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|
2021
Q3 | $788K | Sell |
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|
2021
Q2 | $810K | Sell |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $807K | Sell |
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|
2020
Q3 | $683K | Sell |
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|
2020
Q2 | $827K | Buy |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $609K | Buy |
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|
2018
Q2 | $573K | Buy |
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|
2018
Q1 | $541K | Buy |
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|
2017
Q4 | $530K | Buy |
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