Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,884
| Closed | -$289K | – | 800 |
|
|
2019
Q4 | $289K | Buy |
+6,884
| New | +$289K | 0.14% | 145 |
|
|
2019
Q3 | – | Sell |
-25,425
| Closed | -$1.02M | – | 376 |
|
|
2019
Q2 | $1.02M | Sell |
25,425
-14,224
| -36% | -$569K | 0.69% | 23 |
|
|
2019
Q1 | $1.56M | Buy |
39,649
+230
| +0.6% | +$9.04K | 1.15% | 13 |
|
|
2018
Q4 | $1.35M | Buy |
39,419
+270
| +0.7% | +$9.26K | 1.3% | 11 |
|
|
2018
Q3 | $1.62M | Sell |
39,149
-3,645
| -9% | -$151K | 1.46% | 7 |
|
|
2018
Q2 | $1.72M | Sell |
42,794
-94
| -0.2% | -$3.78K | 1.51% | 6 |
|
|
2018
Q1 | $1.66M | Buy |
42,888
+1,335
| +3% | +$51.6K | 2.09% | 5 |
|
|
2017
Q4 | $1.72M | Buy |
+41,553
| New | +$1.72M | 2.08% | 5 |
|