Bourgeon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$82.2K | – | 342 |
|
|
2023
Q1 | $82.2K | Hold |
2,000
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $70K | Hold |
2,000
| – | – | 0.02% | 137 |
|
|
2022
Q3 | $62K | Hold |
2,000
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $66K | Hold |
2,000
| – | – | 0.02% | 128 |
|
|
2022
Q1 | $74K | Hold |
2,000
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $80K | Hold |
2,000
| – | – | 0.02% | 132 |
|
|
2021
Q3 | $76K | Hold |
2,000
| – | – | 0.02% | 143 |
|
|
2021
Q2 | $76K | Hold |
2,000
| – | – | 0.02% | 145 |
|
|
2021
Q1 | $73K | Hold |
2,000
| – | – | 0.02% | 145 |
|
|
2020
Q4 | $66K | Hold |
2,000
| – | – | 0.02% | 138 |
|
|
2020
Q3 | $62K | Hold |
2,000
| – | – | 0.02% | 133 |
|
|
2020
Q2 | $61K | Hold |
2,000
| – | – | 0.02% | 109 |
|
|
2020
Q1 | $51K | Hold |
2,000
| – | – | 0.03% | 107 |
|
|
2019
Q4 | $71K | Hold |
2,000
| – | – | 0.03% | 103 |
|
|
2019
Q3 | $67K | Buy |
+2,000
| New | +$67K | 0.04% | 102 |
|