Surevest’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 |
-51,766
| Closed | -$2.18M | – | 114 |
|
|
2019
Q4 | $2.18M | Sell |
51,766
-1,818
| -3% | -$76.5K | 0.93% | 40 |
|
|
2019
Q3 | $2.11M | Buy |
53,584
+1,206
| +2% | +$47.6K | 1.04% | 30 |
|
|
2019
Q2 | $2.1M | Buy |
52,378
+3,448
| +7% | +$138K | 1.09% | 27 |
|
|
2019
Q1 | $1.93M | Buy |
48,930
+15,973
| +48% | +$628K | 1.18% | 32 |
|
|
2018
Q4 | $1.13M | Buy |
+32,957
| New | +$1.13M | 0.89% | 38 |
|