LifePlan Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $701K | Buy |
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|
2019
Q3 | $654K | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $2.93M | Sell |
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|
2018
Q3 | $4.29M | Buy |
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|
2018
Q2 | $4.15M | Sell |
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|
2018
Q1 | $4M | Buy |
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