LWA
Lenox Wealth Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-34
| Closed | -$2K | – | 640 |
|
|
2020
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 515 |
|
|
2017
Q3 | – | Sell |
-1,505
| Closed | -$94K | – | 259 |
|
|
2017
Q2 | $94K | Hold |
1,505
| – | – | 0.03% | 38 |
|
|
2017
Q1 | $95K | Hold |
1,505
| – | – | 0.03% | 36 |
|
|
2016
Q4 | $86K | Hold |
1,505
| – | – | 0.03% | 42 |
|
|
2016
Q3 | $81K | Hold |
1,505
| – | – | 0.02% | 58 |
|
|
2016
Q2 | $76K | Hold |
1,505
| – | – | 0.02% | 64 |
|
|
2016
Q1 | $78K | Hold |
1,505
| – | – | 0.02% | 64 |
|
|
2015
Q4 | $81K | Buy |
+1,505
| New | +$81K | 0.03% | 61 |
|