Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-483
| Closed | -$24K | – | 810 |
|
|
2023
Q1 | $24K | Buy |
483
+1
| +0.2% | +$50 | 0.01% | 276 |
|
|
2022
Q4 | $23K | Sell |
482
-17
| -3% | -$811 | 0.01% | 253 |
|
|
2022
Q3 | $22K | Sell |
499
-23
| -4% | -$1.01K | 0.02% | 170 |
|
|
2022
Q2 | $24K | Buy |
522
+2
| +0.4% | +$92 | 0.01% | 289 |
|
|
2022
Q1 | $28K | Buy |
520
+1
| +0.2% | +$54 | 0.01% | 285 |
|
|
2021
Q4 | $29K | Buy |
519
+2
| +0.4% | +$112 | 0.01% | 276 |
|
|
2021
Q3 | $27K | Buy |
517
+2
| +0.4% | +$104 | 0.01% | 277 |
|
|
2021
Q2 | $27K | Buy |
515
+2
| +0.4% | +$105 | 0.01% | 287 |
|
|
2021
Q1 | $26K | Buy |
513
+1
| +0.2% | +$51 | 0.01% | 345 |
|
|
2020
Q4 | $22K | Buy |
512
+3
| +0.6% | +$129 | 0.01% | 345 |
|
|
2020
Q3 | $17K | Buy |
509
+2
| +0.4% | +$67 | 0.01% | 341 |
|
|
2020
Q2 | $17K | Buy |
+507
| New | +$17K | 0.01% | 327 |
|
|
2019
Q4 | $21K | Buy |
+502
| New | +$21K | 0.01% | 315 |
|