Intellectus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,134
| Closed | -$45K | – | 256 |
|
|
2019
Q1 | $45K | Buy |
+1,134
| New | +$45K | 0.02% | 262 |
|
|
2018
Q4 | – | Sell |
-1,134
| Closed | -$47K | – | 338 |
|
|
2018
Q3 | $47K | Hold |
1,134
| – | – | 0.02% | 342 |
|
|
2018
Q2 | $46K | Hold |
1,134
| – | – | 0.02% | 346 |
|
|
2018
Q1 | $44K | Hold |
1,134
| – | – | 0.02% | 356 |
|
|
2017
Q4 | $45K | Hold |
1,134
| – | – | 0.02% | 348 |
|
|
2017
Q3 | $42K | Hold |
1,134
| – | – | 0.02% | 419 |
|
|
2017
Q2 | $41K | Buy |
+1,134
| New | +$41K | 0.02% | 399 |
|