NWS
Newport Wealth Strategies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,054
| Closed | -$498K | – | 91 |
|
|
2019
Q4 | $498K | Buy |
7,054
+2
| +0% | +$141 | 0.36% | 53 |
|
|
2019
Q3 | $475K | Buy |
7,052
+1
| +0% | +$67 | 0.43% | 48 |
|
|
2019
Q2 | $467K | Buy |
7,051
+17
| +0.2% | +$1.13K | 0.43% | 47 |
|
|
2019
Q1 | $461K | Hold |
7,034
| – | – | 0.46% | 48 |
|
|
2018
Q4 | $408K | Sell |
7,034
-950
| -12% | -$55.1K | 0.56% | 45 |
|
|
2018
Q3 | $477K | Buy |
7,984
+703
| +10% | +$42K | 0.61% | 42 |
|
|
2018
Q2 | $460K | Sell |
7,281
-7,307
| -50% | -$462K | 0.53% | 43 |
|
|
2018
Q1 | $915K | Sell |
14,588
-3,976
| -21% | -$249K | 0.72% | 33 |
|
|
2017
Q4 | $1.22M | Buy |
+18,564
| New | +$1.22M | 0.88% | 27 |
|