Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
-500
| Closed | -$19.8K | – | 1123 |
|
2023
Q3 | $19.8K | Buy |
500
+432
| +635% | +$17.1K | ﹤0.01% | 1127 |
|
2023
Q2 | $2.78K | Hold |
68
| – | – | ﹤0.01% | 1540 |
|
2023
Q1 | $2.8K | Hold |
68
| – | – | ﹤0.01% | 1451 |
|
2022
Q4 | $2.38K | Buy |
+68
| New | +$2.38K | ﹤0.01% | 1481 |
|
2020
Q4 | – | Sell |
-500
| Closed | -$15K | – | 561 |
|
2020
Q3 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 704 |
|