Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$3.95K | – | 1581 |
|
|
2023
Q3 | $3.95K | Buy |
100
+50
| +100% | +$1.98K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $2.05K | Hold |
50
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q1 | $2.06K | Sell |
50
-1,244
| -96% | -$51.2K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $45.3K | Hold |
1,294
| – | – | ﹤0.01% | 641 |
|
|
2022
Q3 | $40K | Hold |
1,294
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $42K | Hold |
1,294
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $48K | Hold |
1,294
| – | – | ﹤0.01% | 685 |
|
|
2021
Q4 | $52K | Buy |
+1,294
| New | +$52K | ﹤0.01% | 646 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$51K | – | 807 |
|
|
2020
Q1 | $51K | Buy |
+2,000
| New | +$51K | 0.01% | 407 |
|