Krilogy Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-341
| Closed | -$14K | – | 781 |
|
|
2017
Q4 | $14K | Buy |
341
+1
| +0.3% | +$41 | ﹤0.01% | 485 |
|
|
2017
Q3 | $13K | Buy |
340
+1
| +0.3% | +$38 | ﹤0.01% | 545 |
|
|
2017
Q2 | $12K | Buy |
339
+226
| +200% | +$8K | ﹤0.01% | 513 |
|
|
2017
Q1 | $12K | Sell |
113
-226
| -67% | -$24K | ﹤0.01% | 494 |
|
|
2016
Q4 | $12K | Buy |
339
+3
| +0.9% | +$106 | ﹤0.01% | 494 |
|
|
2016
Q3 | $11K | Sell |
336
-114
| -25% | -$3.73K | ﹤0.01% | 513 |
|
|
2016
Q2 | $14K | Buy |
+450
| New | +$14K | ﹤0.01% | 480 |
|