Tilia Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-153
| Closed | -$8.1K | – | 220 |
|
|
2023
Q2 | $8.1K | Buy |
153
+1
| +0.7% | +$53 | 0.01% | 389 |
|
|
2023
Q1 | $7.58K | Hold |
152
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $7.39K | Buy |
152
+1
| +0.7% | +$49 | 0.01% | 380 |
|
|
2022
Q3 | $7K | Buy |
151
+2
| +1% | +$93 | 0.01% | 396 |
|
|
2022
Q2 | $7K | Buy |
149
+1
| +0.7% | +$47 | 0.01% | 408 |
|
|
2022
Q1 | $8K | Hold |
148
| – | – | 0.01% | 414 |
|
|
2021
Q4 | $8K | Buy |
+148
| New | +$8K | 0.01% | 432 |
|