Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-1,040
| Closed | -$33K | – | 692 |
|
2018
Q1 | $33K | Buy |
+1,040
| New | +$33K | ﹤0.01% | 485 |
|
2016
Q3 | – | Sell |
-240
| Closed | -$6K | – | 616 |
|
2016
Q2 | $6K | Hold |
240
| – | – | ﹤0.01% | 580 |
|
2016
Q1 | $6K | Hold |
240
| – | – | ﹤0.01% | 564 |
|
2015
Q4 | $6K | Hold |
240
| – | – | ﹤0.01% | 587 |
|
2015
Q3 | $7K | Hold |
240
| – | – | ﹤0.01% | 565 |
|
2015
Q2 | $7K | Buy |
+240
| New | +$7K | ﹤0.01% | 565 |
|