Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,748
| Closed | -$277K | – | 214 |
|
|
2018
Q3 | $277K | Hold |
8,748
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $276K | Hold |
8,748
| – | – | 0.03% | 171 |
|
|
2018
Q1 | $274K | Buy |
+8,748
| New | +$274K | 0.03% | 175 |
|
|
2016
Q3 | – | Sell |
-41,106
| Closed | -$1.04M | – | 145 |
|
|
2016
Q2 | $1.04M | Buy |
+41,106
| New | +$1.04M | 0.17% | 84 |
|
|
2016
Q1 | – | Sell |
-28,934
| Closed | -$778K | – | 141 |
|
|
2015
Q4 | $778K | Sell |
28,934
-434,392
| -94% | -$11.7M | 0.13% | 71 |
|
|
2015
Q3 | $14.3M | Hold |
463,326
| – | – | 2.07% | 10 |
|
|
2015
Q2 | $14.3M | Buy |
+463,326
| New | +$14.3M | 2.07% | 10 |
|