Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-400
| Closed | -$14K | – | 199 |
|
|
2019
Q4 | $14K | Hold |
400
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $13K | Hold |
400
| – | – | 0.01% | 140 |
|
|
2019
Q2 | $13K | Hold |
400
| – | – | 0.01% | 138 |
|
|
2019
Q1 | $13K | Hold |
400
| – | – | 0.01% | 141 |
|
|
2018
Q4 | $11K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2018
Q3 | $13K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2018
Q2 | $13K | Hold |
400
| – | – | 0.01% | 151 |
|
|
2018
Q1 | $12K | Hold |
400
| – | – | 0.01% | 164 |
|
|
2017
Q4 | $12K | Hold |
400
| – | – | 0.01% | 169 |
|
|
2017
Q3 | $13K | Hold |
400
| – | – | 0.01% | 167 |
|
|
2017
Q2 | $12K | Hold |
400
| – | – | 0.01% | 180 |
|
|
2017
Q1 | $13K | Hold |
400
| – | – | 0.01% | 173 |
|
|
2016
Q4 | $12K | Sell |
400
-600
| -60% | -$18K | 0.01% | 182 |
|
|
2016
Q3 | $27K | Buy |
1,000
+200
| +25% | +$5.4K | 0.02% | 259 |
|
|
2016
Q2 | $21K | Hold |
800
| – | – | 0.01% | 285 |
|
|
2016
Q1 | $21K | Hold |
800
| – | – | 0.01% | 289 |
|
|
2015
Q4 | $22K | Hold |
800
| – | – | 0.01% | 290 |
|
|
2015
Q3 | $22K | Hold |
800
| – | – | 0.02% | 297 |
|
|
2015
Q2 | $25K | Sell |
800
-400
| -33% | -$12.5K | 0.02% | 289 |
|
|
2015
Q1 | $39K | Hold |
1,200
| – | – | 0.02% | 243 |
|
|
2014
Q4 | $33K | Hold |
1,200
| – | – | 0.02% | 269 |
|
|
2014
Q3 | $35K | Buy |
1,200
+800
| +200% | +$23.3K | 0.02% | 274 |
|
|
2014
Q2 | $12K | Buy |
+400
| New | +$12K | 0.01% | 346 |
|