Life Planning 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
2024 Q1	–	Sell	-97	Closed	-$5.57K	–	115
2023 Q4	$5.57K	Buy	+97	New	+$5.57K	0.01%	176
2022 Q3	$4.27K	Hold	97	–	–	﹤0.01%	147
2022 Q2	$4K	Hold	97	–	–	﹤0.01%	148
2022 Q1	$5K	Buy	+97	New	+$5K	0.01%	145