LWA
Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-12,580
| Closed | -$789K | – | 249 |
|
|
2018
Q1 | $789K | Sell |
12,580
-40
| -0.3% | -$2.51K | 0.5% | 22 |
|
|
2017
Q4 | $804K | Hold |
12,620
| – | – | 0.49% | 22 |
|
|
2017
Q3 | $817K | Buy |
12,620
+840
| +7% | +$54.4K | 0.51% | 23 |
|
|
2017
Q2 | $734K | Sell |
11,780
-375
| -3% | -$23.4K | 0.47% | 24 |
|
|
2017
Q1 | $763K | Sell |
12,155
-1,065
| -8% | -$66.9K | 0.5% | 23 |
|
|
2016
Q4 | $759K | Sell |
13,220
-840
| -6% | -$48.2K | 0.52% | 22 |
|
|
2016
Q3 | $756K | Buy |
14,060
+610
| +5% | +$32.8K | 0.51% | 22 |
|
|
2016
Q2 | $680K | Buy |
13,450
+365
| +3% | +$18.5K | 0.46% | 25 |
|
|
2016
Q1 | $679K | Sell |
13,085
-15
| -0.1% | -$778 | 0.47% | 25 |
|
|
2015
Q4 | $705K | Buy |
13,100
+830
| +7% | +$44.7K | 0.48% | 24 |
|
|
2015
Q3 | $671K | Hold |
12,270
| – | – | 0.51% | 22 |
|
|
2015
Q2 | $756K | Buy |
12,270
+250
| +2% | +$15.4K | 0.51% | 22 |
|
|
2015
Q1 | $795K | Buy |
12,020
+435
| +4% | +$28.8K | 0.54% | 22 |
|
|
2014
Q4 | $644K | Buy |
+11,585
| New | +$644K | 0.46% | 20 |
|