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One Charles Private Wealth Services’s WisdomTree US MidCap Fund EZM Stock Holding History

One Charles Private Wealth Services’s Portfolio EZM Stock Details EZM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,741
Closed -$452K – 32
2019
Q4 		$452K Buy
+10,741
New +$452K 0.3% 34