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Regent Peak Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Regent Peak Wealth Advisors’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-710
Closed -$31K – 422
2020
Q4 		$31K Buy
+710
New +$31K 0.01% 378