Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,658
| Closed | -$55K | – | 719 |
|
|
2020
Q4 | $55K | Buy |
+1,658
| New | +$55K | 0.01% | 714 |
|
|
2018
Q2 | – | Sell |
-1,610
| Closed | -$50K | – | 401 |
|
|
2018
Q1 | $50K | Hold |
1,610
| – | – | 0.02% | 308 |
|
|
2017
Q4 | $51K | Hold |
1,610
| – | – | 0.02% | 281 |
|
|
2017
Q3 | $52K | Hold |
1,610
| – | – | 0.02% | 333 |
|
|
2017
Q2 | $50K | Hold |
1,610
| – | – | 0.01% | 378 |
|
|
2017
Q1 | $51K | Hold |
1,610
| – | – | 0.01% | 391 |
|
|
2016
Q4 | $49K | Hold |
1,610
| – | – | 0.01% | 366 |
|
|
2016
Q3 | $43K | Hold |
1,610
| – | – | 0.01% | 328 |
|
|
2016
Q2 | $41K | Buy |
+1,610
| New | +$41K | 0.01% | 294 |
|