Southland Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,040
| Closed | -$247K | – | 185 |
|
|
2023
Q2 | $247K | Sell |
6,040
-118
| -2% | -$4.83K | 0.08% | 163 |
|
|
2023
Q1 | $253K | Sell |
6,158
-30
| -0.5% | -$1.23K | 0.1% | 153 |
|
|
2022
Q4 | $216K | Sell |
6,188
-576
| -9% | -$20.1K | 0.08% | 162 |
|
|
2022
Q3 | $210K | Sell |
6,764
-248
| -4% | -$7.71K | 0.1% | 146 |
|
|
2022
Q2 | $230K | Sell |
7,012
-214
| -3% | -$7.01K | 0.1% | 143 |
|
|
2022
Q1 | $266K | Sell |
7,226
-98
| -1% | -$3.61K | 0.11% | 141 |
|
|
2021
Q4 | $294K | Hold |
7,324
| – | – | 0.12% | 129 |
|
|
2021
Q3 | $279K | Sell |
7,324
-72
| -1% | -$2.74K | 0.13% | 124 |
|
|
2021
Q2 | $282K | Sell |
7,396
-2,580
| -26% | -$98.4K | 0.13% | 118 |
|
|
2021
Q1 | $363K | Sell |
9,976
-596
| -6% | -$21.7K | 0.21% | 86 |
|
|
2020
Q4 | $350K | Buy |
+10,572
| New | +$350K | 0.24% | 76 |
|