EWA
Evolution Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-825
| Closed | -$63K | – | 360 |
|
|
2021
Q3 | $63K | Sell |
825
-2,699
| -77% | -$206K | 0.01% | 182 |
|
|
2021
Q2 | $269K | Buy |
3,524
+1,771
| +101% | +$135K | 0.05% | 92 |
|
|
2021
Q1 | $128K | Buy |
1,753
+429
| +32% | +$31.3K | 0.03% | 137 |
|
|
2020
Q4 | $88K | Buy |
1,324
+499
| +60% | +$33.2K | 0.02% | 138 |
|
|
2020
Q3 | $51K | Buy |
+825
| New | +$51K | 0.01% | 180 |
|
|
2020
Q2 | – | Sell |
-1,626
| Closed | -$83K | – | 550 |
|
|
2020
Q1 | $83K | Sell |
1,626
-1,295
| -44% | -$66.1K | 0.03% | 96 |
|
|
2019
Q4 | $206K | Buy |
+2,921
| New | +$206K | 0.05% | 78 |
|
|
2019
Q1 | – | Sell |
-132,054
| Closed | -$7.45M | – | 118 |
|
|
2018
Q4 | $7.45M | Buy |
+132,054
| New | +$7.45M | 3.4% | 9 |
|