OWA
Outlook 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
Q2 | – | Sell |
-17,302
| Closed | -$887K | – | 170 |
|
|
2020
Q1 | $887K | Sell |
17,302
-476
| -3% | -$24.4K | 0.5% | 50 |
|
|
2019
Q4 | $1.26M | Buy |
17,778
+759
| +4% | +$53.6K | 0.71% | 32 |
|
|
2019
Q3 | $1.15M | Buy |
17,019
+515
| +3% | +$34.6K | 0.68% | 38 |
|
|
2019
Q2 | $1.09M | Buy |
16,504
+4,301
| +35% | +$285K | 0.72% | 35 |
|
|
2019
Q1 | $780K | Buy |
12,203
+9,759
| +399% | +$624K | 0.64% | 42 |
|
|
2018
Q4 | $1.38M | Buy |
+2,444
| New | +$1.38M | 0.63% | 36 |
|