Stratos Wealth Partners’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $18.8M | Buy |
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|
2022
Q3 | $17M | Buy |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $636K | Sell |
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|
2021
Q4 | $780K | Sell |
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|
2021
Q3 | $779K | Sell |
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|
2021
Q2 | $801K | Buy |
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|
2021
Q1 | $690K | Buy |
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|
2020
Q4 | $587K | Sell |
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|
2020
Q3 | $498K | Sell |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $893K | Buy |
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|
2019
Q2 | $844K | Buy |
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|
2019
Q1 | $715K | Buy |
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|
2018
Q4 | $603K | Buy |
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|
2018
Q3 | $562K | Buy |
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|
2018
Q2 | $432K | Buy |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q4 | $191K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $251K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $207K | Sell |
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|
2015
Q1 | $232K | Buy |
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