FC
Forte Capital’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,275
| Closed | -$272K | – | 112 |
|
|
2017
Q4 | $272K | Sell |
4,275
-925
| -18% | -$58.9K | 0.08% | 141 |
|
|
2017
Q3 | $336K | Sell |
5,200
-250
| -5% | -$16.2K | 0.11% | 128 |
|
|
2017
Q2 | $340K | Hold |
5,450
| – | – | 0.11% | 127 |
|
|
2017
Q1 | $342K | Sell |
5,450
-600
| -10% | -$37.7K | 0.12% | 124 |
|
|
2016
Q4 | $347K | Buy |
6,050
+400
| +7% | +$22.9K | 0.13% | 118 |
|
|
2016
Q3 | $304K | Buy |
5,650
+325
| +6% | +$17.5K | 0.12% | 121 |
|
|
2016
Q2 | $269K | Buy |
5,325
+175
| +3% | +$8.84K | 0.1% | 133 |
|
|
2016
Q1 | $267K | Buy |
5,150
+500
| +11% | +$25.9K | 0.12% | 131 |
|
|
2015
Q4 | $250K | Hold |
4,650
| – | – | 0.1% | 136 |
|
|
2015
Q3 | $254K | Buy |
4,650
+185
| +4% | +$10.1K | 0.12% | 134 |
|
|
2015
Q2 | $275K | Buy |
4,465
+1,285
| +40% | +$79.1K | 0.12% | 138 |
|
|
2015
Q1 | $212K | Buy |
+3,180
| New | +$212K | 0.09% | 147 |
|