CPA
Clear Perspective Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-776
| Closed | -$49K | – | 260 |
|
|
2018
Q2 | $49K | Hold |
776
| – | – | 0.03% | 250 |
|
|
2018
Q1 | $49K | Hold |
776
| – | – | 0.04% | 243 |
|
|
2017
Q4 | $49K | Hold |
776
| – | – | 0.04% | 235 |
|
|
2017
Q3 | $50K | Hold |
776
| – | – | 0.04% | 232 |
|
|
2017
Q2 | $48K | Buy |
776
+212
| +38% | +$13.1K | 0.04% | 220 |
|
|
2017
Q1 | $35K | Hold |
564
| – | – | 0.02% | 236 |
|
|
2016
Q4 | $32K | Buy |
+564
| New | +$32K | 0.02% | 240 |
|