SFS
EZM icon

Sowell Financial Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Sowell Financial Services’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-450
Closed -$24K – 1218
2021
Q1 		$24K Hold
450
– – ﹤0.01% 1973
2020
Q4 		$20K Hold
450
– – ﹤0.01% 1743
2020
Q3 		$15K Hold
450
– – ﹤0.01% 1671
2020
Q2 		$15K Hold
450
– – ﹤0.01% 1544
2020
Q1 		$12K Buy
+450
New +$16.6K ﹤0.01% 1554
2019
Q4 		– Sell
-450
Closed -$18K – 2554
2019
Q3 		$18K Buy
+450
New +$17.6K ﹤0.01% 1314
2019
Q1 		$283K Hold
7,200
– – 0.03% 461
2018
Q4 		$247K Buy
+7,200
New +$271K 0.04% 420

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