Sowell Financial Services’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 |
-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 | +$12K | ﹤0.01% | 1554 |
|
|
2019
Q4 | – | Sell |
-450
| Closed | -$18K | – | 2554 |
|
|
2019
Q3 | $18K | Buy |
+450
| New | +$18K | ﹤0.01% | 1314 |
|
|
2019
Q1 | $283K | Hold |
7,200
| – | – | 0.03% | 459 |
|
|
2018
Q4 | $247K | Buy |
+7,200
| New | +$247K | 0.04% | 420 |
|