Phoenix Financial’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 |
-8,324
| Closed | -$306K | – | 382 |
|
2022
Q1 | $306K | Hold |
8,324
| – | – | 0.01% | 330 |
|
2021
Q4 | $334K | Sell |
8,324
-606
| -7% | -$24.3K | 0.01% | 310 |
|
2021
Q3 | $340K | Buy |
+8,930
| New | +$340K | 0.01% | 340 |
|
2021
Q2 | – | Sell |
-8,250
| Closed | -$300K | – | 338 |
|
2021
Q1 | $300K | Buy |
8,250
+1,840
| +29% | +$66.9K | 0.01% | 342 |
|
2020
Q4 | $212K | Sell |
6,410
-830
| -11% | -$27.5K | 0.01% | 341 |
|
2020
Q3 | $211K | Hold |
7,240
| – | – | 0.01% | 293 |
|
2020
Q2 | $209K | Buy |
+7,240
| New | +$209K | 0.01% | 290 |
|
2020
Q1 | – | Sell |
-7,180
| Closed | -$252K | – | 314 |
|
2019
Q4 | $252K | Hold |
7,180
| – | – | 0.01% | 184 |
|
2019
Q3 | $228K | Buy |
+7,180
| New | +$228K | 0.01% | 173 |
|