Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-748
| Closed | -$28K | – | 1074 |
|
|
2021
Q3 | $28K | Hold |
748
| – | – | ﹤0.01% | 1090 |
|
|
2021
Q2 | $28K | Buy |
748
+10
| +1% | +$374 | ﹤0.01% | 1142 |
|
|
2021
Q1 | $26K | Buy |
+738
| New | +$26K | ﹤0.01% | 894 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1404 |
|
|
2020
Q3 | – | Sell |
-732
| Closed | -$22.9K | – | 1051 |
|
|
2020
Q2 | $22.9K | Buy |
732
+6
| +0.8% | +$187 | 0.01% | 519 |
|
|
2020
Q1 | $18.6K | Buy |
726
+2
| +0.3% | +$51 | 0.01% | 502 |
|
|
2019
Q4 | $25.9K | Buy |
+724
| New | +$25.9K | 0.02% | 416 |
|