Truvestments Capital’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
Q1 | – | Sell |
-281
| Closed | -$13.7K | – | 777 |
|
|
2022
Q4 | $13.7K | Buy |
+281
| New | +$13.7K | 0.01% | 426 |
|
|
2019
Q4 | – | Sell |
-283
| Closed | -$11K | – | 291 |
|
|
2019
Q3 | $11K | Hold |
283
| – | – | 0.01% | 482 |
|
|
2019
Q2 | $11K | Sell |
283
-148
| -34% | -$5.75K | 0.01% | 518 |
|
|
2019
Q1 | $17K | Buy |
+431
| New | +$17K | 0.01% | 430 |
|
|
2018
Q3 | $26K | Buy |
+628
| New | +$26K | 0.01% | 474 |
|