LFG
LifePlan Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $325K | Sell |
9,494
-82
| -0.9% | -$2.81K | 0.14% | 99 |
|
|
2020
Q2 | $312K | Buy |
9,576
+1,177
| +14% | +$38.3K | 0.14% | 103 |
|
|
2020
Q1 | $222K | Sell |
8,399
-8,258
| -50% | -$218K | 0.12% | 107 |
|
|
2019
Q4 | $701K | Buy |
16,657
+80
| +0.5% | +$3.37K | 0.31% | 61 |
|
|
2019
Q3 | $654K | Sell |
16,577
-15,860
| -49% | -$626K | 0.31% | 60 |
|
|
2019
Q2 | $1.3M | Sell |
32,437
-4,808
| -13% | -$192K | 0.63% | 42 |
|
|
2019
Q1 | $1.47M | Sell |
37,245
-48,138
| -56% | -$1.89M | 0.78% | 37 |
|
|
2018
Q4 | $2.93M | Sell |
85,383
-18,245
| -18% | -$626K | 1.83% | 15 |
|
|
2018
Q3 | $4.29M | Buy |
103,628
+328
| +0.3% | +$13.6K | 2.32% | 11 |
|
|
2018
Q2 | $4.15M | Sell |
103,300
-36
| -0% | -$1.45K | 2.32% | 10 |
|
|
2018
Q1 | $4M | Buy |
+103,336
| New | +$4M | 2.33% | 13 |
|