Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $286K | Hold |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $297K | Sell |
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|
2019
Q1 | $293K | Hold |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $288K | Buy |
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|
2017
Q4 | $276K | Buy |
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|
2017
Q3 | $240K | Sell |
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|
2017
Q2 | $248K | Buy |
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|
2017
Q1 | $239K | Hold |
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|
2016
Q4 | $232K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | $218K | Hold |
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|
2015
Q4 | $211K | Hold |
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|
2015
Q3 | $208K | Buy |
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|
2015
Q2 | $208K | Buy |
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