Alpha Cubed Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,854
| Closed | -$426K | – | 195 |
|
|
2016
Q4 | $426K | Sell |
14,854
-890
| -6% | -$25.5K | 0.1% | 112 |
|
|
2016
Q3 | $423K | Sell |
15,744
-452
| -3% | -$12.1K | 0.11% | 111 |
|
|
2016
Q2 | $409K | Sell |
16,196
-3,012
| -16% | -$76.1K | 0.14% | 91 |
|
|
2016
Q1 | $499K | Sell |
19,208
-302
| -2% | -$7.85K | 0.15% | 92 |
|
|
2015
Q4 | $525K | Sell |
19,510
-3,450
| -15% | -$92.8K | 0.14% | 111 |
|
|
2015
Q3 | $698K | Sell |
22,960
-1,774
| -7% | -$53.9K | 0.18% | 101 |
|
|
2015
Q2 | $762K | Buy |
24,734
+4,822
| +24% | +$149K | 0.2% | 104 |
|
|
2015
Q1 | $658K | Buy |
19,912
+4,918
| +33% | +$163K | 0.2% | 103 |
|
|
2014
Q4 | $417K | Sell |
14,994
-57,368
| -79% | -$1.6M | 0.16% | 103 |
|
|
2014
Q3 | $2.09M | Buy |
+72,362
| New | +$2.09M | 0.99% | 37 |
|