Pinnacle Wealth Management Advisory Group’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 |
-16,765
| Closed | -$443K | – | 178 |
|
|
2020
Q1 | $443K | Sell |
16,765
-9,120
| -35% | -$241K | 0.22% | 100 |
|
|
2019
Q4 | $1.09M | Sell |
25,885
-1,200
| -4% | -$50.5K | 0.41% | 76 |
|
|
2019
Q3 | $1.07M | Buy |
27,085
+590
| +2% | +$23.3K | 0.45% | 70 |
|
|
2019
Q2 | $1.06M | Buy |
26,495
+925
| +4% | +$37K | 0.45% | 67 |
|
|
2019
Q1 | $1.01M | Buy |
25,570
+2,425
| +10% | +$95.4K | 0.45% | 71 |
|
|
2018
Q4 | $794K | Buy |
23,145
+17,245
| +292% | +$592K | 0.43% | 77 |
|
|
2018
Q3 | $244K | Buy |
+5,900
| New | +$244K | 0.12% | 134 |
|