LWM
LBA Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3K | Buy |
90
+60
| +200% | +$2K | ﹤0.01% | 387 |
|
|
2016
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 392 |
|
|
2016
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 401 |
|
|
2016
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 384 |
|
|
2016
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 373 |
|
|
2015
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 363 |
|
|
2015
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 305 |
|