KPW
Kore Private Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $370K | Hold |
5,942
| – | – | 0.07% | 159 |
|
|
2022
Q2 | $389K | Hold |
5,942
| – | – | 0.06% | 182 |
|
|
2022
Q1 | $437K | Sell |
5,942
-387
| -6% | -$28.5K | 0.05% | 185 |
|
|
2021
Q4 | $507K | Sell |
6,329
-379
| -6% | -$30.4K | 0.06% | 171 |
|
|
2021
Q3 | $510K | Hold |
6,708
| – | – | 0.05% | 237 |
|
|
2021
Q2 | $511K | Hold |
6,708
| – | – | 0.06% | 217 |
|
|
2021
Q1 | $488K | Buy |
6,708
+1,026
| +18% | +$74.6K | 0.07% | 195 |
|
|
2020
Q4 | $377K | Hold |
5,682
| – | – | 0.06% | 200 |
|
|
2020
Q3 | $351K | Hold |
5,682
| – | – | 0.07% | 173 |
|
|
2020
Q2 | $344K | Sell |
5,682
-1,881
| -25% | -$114K | 0.07% | 165 |
|
|
2020
Q1 | $388K | Sell |
7,563
-3,038
| -29% | -$156K | 0.09% | 137 |
|
|
2019
Q4 | $748K | Hold |
10,601
| – | – | 0.14% | 110 |
|
|
2019
Q3 | $701K | Hold |
10,601
| – | – | 0.16% | 108 |
|
|
2019
Q2 | $701K | Sell |
10,601
-7,318
| -41% | -$484K | 0.16% | 108 |
|
|
2019
Q1 | $1.15M | Buy |
17,919
+5,365
| +43% | +$343K | 0.26% | 79 |
|
|
2018
Q4 | $709K | Buy |
+12,554
| New | +$709K | 0.19% | 101 |
|