Vantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Hold |
0
| – | – | – | 778 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 818 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 831 |
|
|
2017
Q3 | – | Sell |
-238
| Closed | -$9K | – | 804 |
|
|
2017
Q2 | $9K | Buy |
238
+1
| +0.4% | +$38 | ﹤0.01% | 562 |
|
|
2017
Q1 | $8K | Hold |
237
| – | – | ﹤0.01% | 569 |
|
|
2016
Q4 | $8K | Buy |
+237
| New | +$8K | ﹤0.01% | 552 |
|
|
2016
Q2 | – | Sell |
-234
| Closed | -$7K | – | 862 |
|
|
2016
Q1 | $7K | Hold |
234
| – | – | ﹤0.01% | 571 |
|
|
2015
Q4 | $7K | Buy |
234
+3
| +1% | +$90 | ﹤0.01% | 558 |
|
|
2015
Q3 | $7K | Hold |
231
| – | – | ﹤0.01% | 569 |
|
|
2015
Q2 | $7K | Sell |
231
-231
| -50% | -$7K | ﹤0.01% | 556 |
|
|
2015
Q1 | $15K | Buy |
462
+231
| +100% | +$7.5K | ﹤0.01% | 544 |
|
|
2014
Q4 | $7K | Buy |
231
+3
| +1% | +$91 | ﹤0.01% | 574 |
|
|
2014
Q3 | $7K | Hold |
228
| – | – | ﹤0.01% | 534 |
|
|
2014
Q2 | $7K | Hold |
228
| – | – | ﹤0.01% | 532 |
|
|
2014
Q1 | $7K | Hold |
228
| – | – | ﹤0.01% | 479 |
|
|
2013
Q4 | $7K | Buy |
+228
| New | +$7K | ﹤0.01% | 449 |
|