Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $444K | Hold |
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|
2020
Q3 | $448K | Hold |
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|
2020
Q2 | $423K | Hold |
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|
2020
Q1 | $371K | Hold |
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|
2019
Q4 | $542K | Hold |
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|
2019
Q3 | $512K | Sell |
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|
2019
Q2 | $523K | Buy |
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|
2019
Q1 | $520K | Hold |
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|
2018
Q4 | $468K | Hold |
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|
2018
Q3 | $488K | Hold |
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|
2018
Q2 | $521K | Hold |
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|
2018
Q1 | $502K | Hold |
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|
2017
Q4 | $529K | Buy |
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