Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-700
| Closed | -$40.5K | – | 471 |
|
|
2024
Q2 | $40.5K | Hold |
700
| – | – | 0.01% | 552 |
|
|
2024
Q1 | $42.7K | Buy |
+700
| New | +$42.7K | 0.01% | 573 |
|
|
2023
Q1 | – | Sell |
-700
| Closed | -$34K | – | 530 |
|
|
2022
Q4 | $34K | Hold |
700
| – | – | 0.01% | 584 |
|
|
2022
Q3 | $31K | Buy |
+700
| New | +$31K | 0.01% | 574 |
|