Hibernia Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,078
| Closed | -$691K | – | 78 |
|
|
2024
Q3 | $691K | Buy |
+11,078
| New | +$691K | 0.21% | 45 |
|
|
2024
Q2 | – | Sell |
-11,475
| Closed | -$700K | – | 98 |
|
|
2024
Q1 | $700K | Buy |
11,475
+21
| +0.2% | +$1.28K | 0.47% | 27 |
|
|
2023
Q4 | $657K | Sell |
11,454
-3,359
| -23% | -$193K | 0.49% | 26 |
|
|
2023
Q3 | $752K | Buy |
+14,813
| New | +$752K | 0.58% | 25 |
|