Pinnacle Associates’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
Q2 | – | Sell |
-18,600
| Closed | -$491K | – | 687 |
|
|
2020
Q1 | $491K | Sell |
18,600
-9,285
| -33% | -$245K | 0.01% | 474 |
|
|
2019
Q4 | $1.17M | Sell |
27,885
-1,035
| -4% | -$43.6K | 0.03% | 375 |
|
|
2019
Q3 | $1.14M | Buy |
28,920
+590
| +2% | +$23.3K | 0.03% | 378 |
|
|
2019
Q2 | $1.13M | Buy |
28,330
+925
| +3% | +$37K | 0.03% | 385 |
|
|
2019
Q1 | $1.08M | Buy |
27,405
+2,425
| +10% | +$95.4K | 0.02% | 397 |
|
|
2018
Q4 | $857K | Buy |
24,980
+17,645
| +241% | +$605K | 0.02% | 417 |
|
|
2018
Q3 | $303K | Buy |
7,335
+1,240
| +20% | +$51.2K | 0.01% | 600 |
|
|
2018
Q2 | $245K | Buy |
+6,095
| New | +$245K | 0.01% | 627 |
|