Valeo Financial Advisors’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
Q4 | – | Sell |
-2,469
| Closed | -$84K | – | 1686 |
|
|
2020
Q3 | $84K | Sell |
2,469
-1
| -0% | -$34 | 0.01% | 497 |
|
|
2020
Q2 | $80K | Sell |
2,470
-2,421
| -49% | -$78.4K | 0.01% | 553 |
|
|
2020
Q1 | $144K | Buy |
4,891
+1,139
| +30% | +$33.5K | 0.02% | 347 |
|
|
2019
Q4 | $158K | Buy |
3,752
+16
| +0.4% | +$674 | 0.02% | 361 |
|
|
2019
Q3 | $147K | Buy |
3,736
+17
| +0.5% | +$669 | 0.02% | 352 |
|
|
2019
Q2 | $149K | Buy |
3,719
+12
| +0.3% | +$481 | 0.02% | 347 |
|
|
2019
Q1 | $146K | Buy |
+3,707
| New | +$146K | 0.02% | 337 |
|