Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-598
| Closed | -$19K | – | 182 |
|
|
2018
Q1 | $19K | Hold |
598
| – | – | 0.01% | 94 |
|
|
2017
Q4 | $19K | Buy |
598
+252
| +73% | +$8.01K | 0.01% | 113 |
|
|
2017
Q3 | $11K | Buy |
+346
| New | +$11K | ﹤0.01% | 183 |
|
|
2017
Q2 | – | Sell |
-346
| Closed | -$11K | – | 291 |
|
|
2017
Q1 | $11K | Sell |
346
-1,252
| -78% | -$39.8K | ﹤0.01% | 193 |
|
|
2016
Q4 | $46K | Hold |
1,598
| – | – | 0.01% | 77 |
|
|
2016
Q3 | $43K | Hold |
1,598
| – | – | 0.02% | 127 |
|
|
2016
Q2 | $40K | Sell |
1,598
-13,570
| -89% | -$340K | 0.02% | 172 |
|
|
2016
Q1 | $394K | Sell |
15,168
-2,034
| -12% | -$52.8K | 0.27% | 61 |
|
|
2015
Q4 | $464K | Buy |
+17,202
| New | +$464K | 0.52% | 52 |
|