Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-204
| Closed | -$8K | – | 2081 |
|
|
2022
Q1 | $8K | Hold |
204
| – | – | ﹤0.01% | 1441 |
|
|
2021
Q4 | $8K | Buy |
204
+2
| +1% | +$78 | ﹤0.01% | 1565 |
|
|
2021
Q3 | $8K | Hold |
202
| – | – | ﹤0.01% | 1553 |
|
|
2021
Q2 | $8K | Buy |
+202
| New | +$8K | ﹤0.01% | 1508 |
|
|
2020
Q2 | – | Sell |
-3,182
| Closed | -$82K | – | 1731 |
|
|
2020
Q1 | $82K | Sell |
3,182
-200
| -6% | -$5.15K | 0.04% | 348 |
|
|
2019
Q4 | $119K | Hold |
3,382
| – | – | 0.04% | 312 |
|
|
2019
Q3 | $114K | Buy |
3,382
+182
| +6% | +$6.14K | 0.05% | 290 |
|
|
2019
Q2 | $107K | Buy |
+3,200
| New | +$107K | 0.05% | 298 |
|