Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-81
| Closed | -$4K | – | 324 |
|
|
2022
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 326 |
|
|
2022
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 338 |
|
|
2022
Q1 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 344 |
|
|
2021
Q4 | – | Sell |
-81
| Closed | -$4K | – | 289 |
|
|
2021
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 344 |
|
|
2021
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 359 |
|
|
2021
Q1 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 355 |
|