Independence Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,210
| Closed | -$389K | – | 80 |
|
|
2016
Q3 | $389K | Hold |
12,210
| – | – | 0.64% | 29 |
|
|
2016
Q2 | $372K | Sell |
12,210
-165
| -1% | -$5.03K | 0.57% | 35 |
|
|
2016
Q1 | $372K | Buy |
12,375
+240
| +2% | +$7.22K | 0.59% | 33 |
|
|
2015
Q4 | $352K | Buy |
12,135
+1,830
| +18% | +$53.1K | 0.46% | 43 |
|
|
2015
Q3 | $295K | Buy |
+10,305
| New | +$295K | 0.3% | 67 |
|