HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28K | Sell |
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|
2020
Q3 | $26K | Sell |
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|
2020
Q2 | $29K | Sell |
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|
2020
Q1 | $28K | Buy |
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|
2019
Q4 | $44K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12.4M | Sell |
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|
2018
Q3 | $14.1M | Buy |
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|
2018
Q2 | $2M | Buy |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $815K | Buy |
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|
2017
Q2 | $546K | Sell |
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|
2017
Q1 | $556K | Buy |
|