WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-306
| Closed | -$12K | – | 273 |
|
|
2019
Q3 | $12K | Buy |
+306
| New | +$12K | 0.01% | 234 |
|
|
2018
Q4 | – | Sell |
-38
| Closed | -$2K | – | 252 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 242 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 230 |
|
|
2018
Q1 | $1K | Sell |
38
-49
| -56% | -$1.29K | ﹤0.01% | 228 |
|
|
2017
Q4 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 211 |
|