LSPW
Lake Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,325
| Closed | -$436K | – | 292 |
|
|
2023
Q2 | $436K | Buy |
5,325
+400
| +8% | +$32.7K | 0.08% | 196 |
|
|
2023
Q1 | $405K | Buy |
4,925
+446
| +10% | +$36.7K | 0.08% | 199 |
|
|
2022
Q4 | $314K | Sell |
4,479
-592
| -12% | -$41.5K | 0.06% | 219 |
|
|
2022
Q3 | $315K | Sell |
5,071
-78,839
| -94% | -$4.9M | 0.07% | 217 |
|
|
2022
Q2 | $5.5M | Buy |
83,910
+12,990
| +18% | +$851K | 1.16% | 16 |
|
|
2022
Q1 | $5.22M | Buy |
70,920
+40,067
| +130% | +$2.95M | 0.94% | 22 |
|
|
2021
Q4 | $2.47M | Buy |
30,853
+119
| +0.4% | +$9.54K | 0.43% | 62 |
|
|
2021
Q3 | $2.34M | Buy |
30,734
+593
| +2% | +$45.1K | 0.57% | 53 |
|
|
2021
Q2 | $2.31M | Sell |
30,141
-1,468
| -5% | -$113K | 0.59% | 50 |
|
|
2021
Q1 | $2.3M | Buy |
31,609
+2,821
| +10% | +$205K | 0.64% | 47 |
|
|
2020
Q4 | $1.91M | Buy |
28,788
+2,102
| +8% | +$139K | 0.55% | 53 |
|
|
2020
Q3 | $1.65M | Buy |
26,686
+597
| +2% | +$36.9K | 0.55% | 55 |
|
|
2020
Q2 | $1.58M | Sell |
26,089
-5,795
| -18% | -$352K | 0.59% | 54 |
|
|
2020
Q1 | $1.63M | Buy |
31,884
+11,330
| +55% | +$581K | 0.74% | 47 |
|
|
2019
Q4 | $1.45M | Buy |
20,554
+511
| +3% | +$36.1K | 0.56% | 68 |
|
|
2019
Q3 | $1.35M | Buy |
20,043
+465
| +2% | +$31.3K | 0.61% | 61 |
|
|
2019
Q2 | $1.3M | Sell |
19,578
-407
| -2% | -$26.9K | 0.76% | 51 |
|
|
2019
Q1 | $1.28M | Buy |
+19,985
| New | +$1.28M | 0.88% | 46 |
|