Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-540
| Closed | -$26.3K | – | 1252 |
|
|
2022
Q4 | $26.3K | Buy |
+540
| New | +$26.3K | ﹤0.01% | 1533 |
|
|
2022
Q2 | – | Sell |
-540
| Closed | -$30K | – | 1802 |
|
|
2022
Q1 | $30K | Buy |
+540
| New | +$30K | ﹤0.01% | 1428 |
|
|
2021
Q1 | $828K | Sell |
16,254
-125,170
| -89% | -$6.38M | 0.07% | 242 |
|
|
2020
Q4 | $6.15M | Buy |
+141,424
| New | +$6.15M | 0.57% | 43 |
|