TrueWealth LLC’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
Q2 | $17K | Hold |
508
| – | – | 0.01% | 396 |
|
|
2020
Q1 | $13K | Hold |
508
| – | – | 0.01% | 418 |
|
|
2019
Q4 | $21K | Hold |
508
| – | – | 0.01% | 371 |
|
|
2019
Q3 | $20K | Hold |
508
| – | – | 0.01% | 369 |
|
|
2019
Q2 | $20K | Sell |
508
-90
| -15% | -$3.54K | 0.01% | 367 |
|
|
2019
Q1 | $24K | Hold |
598
| – | – | 0.01% | 347 |
|
|
2018
Q4 | $21K | Hold |
598
| – | – | 0.01% | 354 |
|
|
2018
Q3 | $25K | Hold |
598
| – | – | 0.01% | 358 |
|
|
2018
Q2 | $24K | Buy |
+598
| New | +$24K | 0.01% | 361 |
|