Archford Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-156
| Closed | -$5K | – | 344 |
|
|
2019
Q2 | $5K | Sell |
156
-26
| -14% | -$833 | ﹤0.01% | 458 |
|
|
2019
Q1 | $6K | Hold |
182
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $5K | Sell |
182
-18
| -9% | -$495 | ﹤0.01% | 403 |
|
|
2018
Q3 | $6K | Sell |
200
-12
| -6% | -$360 | ﹤0.01% | 432 |
|
|
2018
Q2 | $7K | Sell |
212
-22
| -9% | -$726 | ﹤0.01% | 442 |
|
|
2018
Q1 | $7K | Buy |
+234
| New | +$7K | ﹤0.01% | 352 |
|
|
2017
Q2 | – | Sell |
-318
| Closed | -$10K | – | 365 |
|
|
2017
Q1 | $10K | Sell |
318
-76
| -19% | -$2.39K | ﹤0.01% | 426 |
|
|
2016
Q4 | $10K | Sell |
394
-56
| -12% | -$1.42K | ﹤0.01% | 371 |
|
|
2016
Q3 | $11K | Buy |
450
+12
| +3% | +$293 | ﹤0.01% | 365 |
|
|
2016
Q2 | $11K | Buy |
+438
| New | +$11K | 0.01% | 378 |
|
|
2016
Q1 | – | Sell |
-564
| Closed | -$16K | – | 347 |
|
|
2015
Q4 | $16K | Sell |
564
-13,604
| -96% | -$386K | 0.01% | 396 |
|
|
2015
Q3 | $387K | Sell |
14,168
-2,900
| -17% | -$79.2K | 0.29% | 83 |
|
|
2015
Q2 | $526K | Buy |
17,068
+472
| +3% | +$14.5K | 0.38% | 80 |
|
|
2015
Q1 | $549K | Buy |
+16,596
| New | +$549K | 0.38% | 75 |
|