WMA
Wealth Management Associates’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,375
| Closed | -$268K | – | 130 |
|
|
2019
Q4 | $268K | Sell |
6,375
-168
| -3% | -$7.07K | 0.19% | 120 |
|
|
2019
Q3 | $258K | Sell |
6,543
-348
| -5% | -$13.7K | 0.21% | 117 |
|
|
2019
Q2 | $276K | Buy |
6,891
+2
| +0% | +$80 | 0.27% | 75 |
|
|
2019
Q1 | $271K | Sell |
6,889
-424
| -6% | -$16.7K | 0.3% | 76 |
|
|
2018
Q4 | $251K | Buy |
+7,313
| New | +$251K | 0.34% | 69 |
|