LWM
LBA Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $157K | Sell |
2,501
-100
| -4% | -$6.28K | 0.08% | 115 |
|
|
2016
Q4 | $149K | Sell |
2,601
-700
| -21% | -$40.1K | 0.08% | 118 |
|
|
2016
Q3 | $177K | Sell |
3,301
-143,311
| -98% | -$7.68M | 0.1% | 117 |
|
|
2016
Q2 | $7.41M | Sell |
146,612
-2,559
| -2% | -$129K | 4.16% | 6 |
|
|
2016
Q1 | $7.75M | Buy |
149,171
+7,055
| +5% | +$366K | 4.48% | 6 |
|
|
2015
Q4 | $7.65M | Buy |
142,116
+12,639
| +10% | +$680K | 4.4% | 6 |
|
|
2015
Q3 | $7.08M | Buy |
+129,477
| New | +$7.08M | 4.46% | 6 |
|