Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-59
| Closed | -$3K | – | 288 |
|
|
2021
Q3 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 584 |
|
|
2021
Q2 | – | Sell |
-58
| Closed | -$2K | – | 787 |
|
|
2021
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 802 |
|
|
2020
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 807 |
|
|
2020
Q3 | $1K | Buy |
58
+1
| +2% | +$17 | ﹤0.01% | 828 |
|
|
2020
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 826 |
|
|
2020
Q1 | $1K | Sell |
57
-132
| -70% | -$2.32K | ﹤0.01% | 833 |
|
|
2019
Q4 | $8K | Buy |
+189
| New | +$8K | 0.01% | 715 |
|