Sugarloaf 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
Q4 | $46.9K | Hold |
750
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $46.7K | Hold |
750
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $43.3K | Hold |
750
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $45.8K | Hold |
750
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $43K | Hold |
750
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $38K | Hold |
750
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $39.7K | Buy |
750
+1
| +0.1% | +$53 | 0.01% | 315 |
|
|
2023
Q1 | $37.3K | Sell |
749
-1
| -0.1% | -$50 | 0.01% | 325 |
|
|
2022
Q4 | $36.5K | Hold |
750
| – | – | 0.01% | 329 |
|
|
2022
Q3 | $33K | Sell |
750
-77
| -9% | -$3.39K | 0.01% | 347 |
|
|
2022
Q2 | $38K | Hold |
827
| – | – | 0.01% | 318 |
|
|
2022
Q1 | $45K | Hold |
827
| – | – | 0.01% | 292 |
|
|
2021
Q4 | $47K | Hold |
827
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $43K | Hold |
827
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $43K | Hold |
827
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $42 | Hold |
827
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $36K | Hold |
827
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $28K | Hold |
827
| – | – | 0.01% | 311 |
|
|
2020
Q2 | $27K | Hold |
827
| – | – | 0.01% | 311 |
|
|
2020
Q1 | $22K | Hold |
827
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $35K | Buy |
+827
| New | +$35K | 0.01% | 288 |
|