Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-450
| Closed | -$19.3K | – | 270 |
|
|
2023
Q4 | $19.3K | Hold |
450
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $17.8K | Hold |
450
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $18.4K | Buy |
+450
| New | +$18.4K | 0.01% | 252 |
|
|
2022
Q3 | – | Sell |
-450
| Closed | -$15K | – | 279 |
|
|
2022
Q2 | $15K | Hold |
450
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $17K | Sell |
450
-50
| -10% | -$1.89K | 0.01% | 270 |
|
|
2021
Q4 | $20K | Hold |
500
| – | – | 0.01% | 256 |
|
|
2021
Q3 | $19K | Hold |
500
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $19K | Hold |
500
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $18K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $17K | Hold |
500
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $15K | Sell |
500
-100
| -17% | -$3K | 0.01% | 245 |
|
|
2020
Q2 | $18K | Sell |
600
-334
| -36% | -$10K | 0.01% | 281 |
|
|
2020
Q1 | $24K | Hold |
934
| – | – | 0.01% | 237 |
|
|
2019
Q4 | $33K | Sell |
934
-50
| -5% | -$1.77K | 0.01% | 214 |
|
|
2019
Q3 | $33K | Hold |
984
| – | – | 0.02% | 203 |
|
|
2019
Q2 | $33K | Sell |
984
-1,054
| -52% | -$35.3K | 0.02% | 212 |
|
|
2019
Q1 | $65K | Sell |
2,038
-2,018
| -50% | -$64.4K | 0.03% | 181 |
|
|
2018
Q4 | $114K | Buy |
+4,056
| New | +$114K | 0.07% | 163 |
|