9258 Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,110
| Closed | -$208K | – | 313 |
|
|
2020
Q3 | $208K | Sell |
7,110
-1,230
| -15% | -$36K | 0.08% | 265 |
|
|
2020
Q2 | $253K | Buy |
8,340
+12
| +0.1% | +$364 | 0.1% | 227 |
|
|
2020
Q1 | $230K | Sell |
8,328
-542
| -6% | -$15K | 0.1% | 227 |
|
|
2019
Q4 | $313K | Buy |
8,870
+2,332
| +36% | +$82.3K | 0.11% | 207 |
|
|
2019
Q3 | $220K | Buy |
6,538
+2
| +0% | +$67 | 0.17% | 151 |
|
|
2019
Q2 | $216K | Sell |
6,536
-608
| -9% | -$20.1K | 0.17% | 154 |
|
|
2019
Q1 | $228K | Hold |
7,144
| – | – | 0.19% | 140 |
|
|
2018
Q4 | $202K | Buy |
+7,144
| New | +$202K | 0.2% | 150 |
|