TrustCore Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $35.3K | Hold |
725
| – | – | ﹤0.01% | 513 |
|
2022
Q3 | $32K | Hold |
725
| – | – | ﹤0.01% | 524 |
|
2022
Q2 | $33K | Hold |
725
| – | – | ﹤0.01% | 529 |
|
2022
Q1 | $40K | Hold |
725
| – | – | ﹤0.01% | 517 |
|
2021
Q4 | $41K | Hold |
725
| – | – | ﹤0.01% | 474 |
|
2021
Q3 | $38K | Hold |
725
| – | – | ﹤0.01% | 522 |
|
2021
Q2 | $38K | Hold |
725
| – | – | ﹤0.01% | 506 |
|
2021
Q1 | $37K | Hold |
725
| – | – | ﹤0.01% | 487 |
|
2020
Q4 | $32K | Buy |
725
+495
| +215% | +$21.8K | ﹤0.01% | 477 |
|
2020
Q3 | $8K | Hold |
230
| – | – | ﹤0.01% | 623 |
|
2020
Q2 | $7K | Buy |
+230
| New | +$7K | ﹤0.01% | 660 |
|