RDM
Retirement Design & Management’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,771
| Closed | -$709K | – | 19 |
|
|
2016
Q2 | $709K | Sell |
7,771
-206
| -3% | -$18.8K | 0.44% | 41 |
|
|
2016
Q1 | $719K | Sell |
7,977
-797
| -9% | -$71.8K | 0.51% | 43 |
|
|
2015
Q4 | $765K | Buy |
8,774
+6,171
| +237% | +$538K | 0.43% | 47 |
|
|
2015
Q3 | $224K | Hold |
2,603
| – | – | 0.23% | 61 |
|
|
2015
Q2 | $247K | Sell |
2,603
-175
| -6% | -$16.6K | 0.21% | 65 |
|
|
2015
Q1 | $268K | Hold |
2,778
| – | – | 0.23% | 62 |
|
|
2014
Q4 | $257K | Buy |
+2,778
| New | +$257K | 0.19% | 67 |
|