MUFG Americas’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$105K | – | 724 |
|
|
2019
Q4 | $105K | Hold |
2,500
| – | – | ﹤0.01% | 447 |
|
|
2019
Q3 | $99K | Hold |
2,500
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $100K | Hold |
2,500
| – | – | ﹤0.01% | 455 |
|
|
2019
Q1 | $98K | Sell |
2,500
-1,010
| -29% | -$39.6K | ﹤0.01% | 437 |
|
|
2018
Q4 | $120K | Buy |
+3,510
| New | +$120K | ﹤0.01% | 416 |
|