Heck Capital Advisors’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1.31K | – | 138 |
|
|
2022
Q2 | $1.31K | Hold |
50
| – | – | ﹤0.01% | 136 |
|
|
2022
Q1 | $1.56K | Sell |
50
-167,705
| -100% | -$5.25M | ﹤0.01% | 131 |
|
|
2021
Q4 | $5.77M | Sell |
167,755
-3,848
| -2% | -$132K | 1.05% | 26 |
|
|
2021
Q3 | $5.51M | Buy |
171,603
+6,568
| +4% | +$211K | 1.1% | 24 |
|
|
2021
Q2 | $5.56M | Buy |
165,035
+10,394
| +7% | +$350K | 1.1% | 25 |
|
|
2021
Q1 | $4.84M | Buy |
154,641
+14,813
| +11% | +$463K | 1.07% | 24 |
|
|
2020
Q4 | $4.25M | Sell |
139,828
-5,834
| -4% | -$177K | 1.03% | 23 |
|
|
2020
Q3 | $4.03M | Sell |
145,662
-81,098
| -36% | -$2.24M | 1.12% | 20 |
|
|
2020
Q2 | $5.84M | Buy |
+226,760
| New | +$5.84M | 1.23% | 18 |
|