Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-125
| Closed | -$7.22K | – | 2201 |
|
|
2024
Q2 | $7.22K | Hold |
125
| – | – | ﹤0.01% | 1734 |
|
|
2024
Q1 | $7.63K | Hold |
125
| – | – | ﹤0.01% | 1796 |
|
|
2023
Q4 | $7.02K | Hold |
125
| – | – | ﹤0.01% | 1856 |
|
|
2023
Q3 | $6.34K | Hold |
125
| – | – | ﹤0.01% | 1866 |
|
|
2023
Q2 | $6.62K | Hold |
125
| – | – | ﹤0.01% | 1929 |
|
|
2023
Q1 | $6.22K | Buy |
+125
| New | +$6.22K | ﹤0.01% | 1984 |
|
|
2022
Q3 | – | Sell |
-125
| Closed | -$6K | – | 2304 |
|
|
2022
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 2067 |
|
|
2022
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 2148 |
|
|
2021
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 2481 |
|
|
2021
Q3 | $7K | Hold |
125
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q2 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 2225 |
|