Focused Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-60
| Closed | -$2K | – | 934 |
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 738 |
|
2021
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 767 |
|
2021
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 754 |
|
2021
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 753 |
|
2021
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 732 |
|
2020
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 693 |
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 645 |
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 623 |
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 578 |
|
2019
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 614 |
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 610 |
|
2019
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 634 |
|
2019
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 593 |
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 595 |
|
2018
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 559 |
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 561 |
|
2018
Q1 | $2K | Sell |
60
-250
| -81% | -$8.33K | ﹤0.01% | 599 |
|
2017
Q4 | $10K | Buy |
310
+192
| +163% | +$6.19K | ﹤0.01% | 461 |
|
2017
Q3 | $4K | Buy |
118
+60
| +103% | +$2.03K | ﹤0.01% | 522 |
|
2017
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 618 |
|
2017
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 605 |
|
2016
Q4 | $2K | Sell |
58
-310
| -84% | -$10.7K | ﹤0.01% | 608 |
|
2016
Q3 | $10K | Buy |
368
+78
| +27% | +$2.12K | ﹤0.01% | 442 |
|
2016
Q2 | $7K | Sell |
290
-3,084
| -91% | -$74.4K | ﹤0.01% | 477 |
|
2016
Q1 | $88K | Sell |
3,374
-1,194
| -26% | -$31.1K | 0.05% | 144 |
|
2015
Q4 | $123K | Buy |
4,568
+168
| +4% | +$4.52K | 0.07% | 133 |
|
2015
Q3 | $120K | Hold |
4,400
| – | – | 0.08% | 125 |
|
2015
Q2 | $135K | Buy |
4,400
+22
| +0.5% | +$675 | 0.08% | 110 |
|
2015
Q1 | $145K | Buy |
+4,378
| New | +$145K | 0.09% | 111 |
|