Sargent Bickham Lagudis’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
Q2 | – | Sell |
-185
| Closed | -$9K | – | 945 |
|
|
2021
Q1 | $9K | Buy |
+185
| New | +$9K | ﹤0.01% | 715 |
|
|
2020
Q3 | – | Sell |
-369
| Closed | -$12K | – | 802 |
|
|
2020
Q2 | $12K | Sell |
369
-1,608
| -81% | -$52.3K | ﹤0.01% | 550 |
|
|
2020
Q1 | $52K | Buy |
1,977
+369
| +23% | +$9.71K | 0.01% | 335 |
|
|
2019
Q4 | $68K | Hold |
1,608
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $63K | Hold |
1,608
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $64K | Hold |
1,608
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $63K | Hold |
1,608
| – | – | 0.01% | 341 |
|
|
2018
Q4 | $55K | Hold |
1,608
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $67K | Hold |
1,608
| – | – | 0.01% | 325 |
|
|
2018
Q2 | $65K | Sell |
1,608
-480
| -23% | -$19.4K | 0.01% | 320 |
|
|
2018
Q1 | $81K | Sell |
2,088
-1,677
| -45% | -$65.1K | 0.01% | 293 |
|
|
2017
Q4 | $149K | Hold |
3,765
| – | – | 0.02% | 244 |
|
|
2017
Q3 | $140K | Sell |
3,765
-237
| -6% | -$8.81K | 0.02% | 249 |
|
|
2017
Q2 | $143K | Sell |
4,002
-294
| -7% | -$10.5K | 0.02% | 236 |
|
|
2017
Q1 | $152K | Sell |
4,296
-213
| -5% | -$7.54K | 0.02% | 235 |
|
|
2016
Q4 | $154K | Hold |
4,509
| – | – | 0.02% | 225 |
|
|
2016
Q3 | $144 | Sell |
4,509
-1,245
| -22% | -$40 | 0.02% | 236 |
|
|
2016
Q2 | $175K | Sell |
5,754
-1,545
| -21% | -$47K | 0.03% | 215 |
|
|
2016
Q1 | $219K | Buy |
+7,299
| New | +$219K | 0.04% | 192 |
|