ICA Group Wealth Management’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
Q2 | – | Sell |
-555
| Closed | -$33.9K | – | 950 |
|
|
2024
Q1 | $33.9K | Hold |
555
| – | – | 0.01% | 640 |
|
|
2023
Q4 | $31.9K | Buy |
+555
| New | +$31.9K | 0.01% | 610 |
|
|
2023
Q3 | – | Sell |
-555
| Closed | -$29.4K | – | 534 |
|
|
2023
Q2 | $29.4K | Hold |
555
| – | – | 0.01% | 609 |
|
|
2023
Q1 | $27.6K | Hold |
555
| – | – | 0.01% | 600 |
|
|
2022
Q4 | $27K | Buy |
+555
| New | +$27K | 0.01% | 636 |
|