Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-712
| Closed | -$34.4K | – | 2296 |
|
|
2024
Q1 | $34.4K | Hold |
712
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q4 | $30K | Hold |
712
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q3 | $28.1K | Hold |
712
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q2 | $29.1K | Hold |
712
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q1 | $29.3K | Buy |
+712
| New | +$29.3K | ﹤0.01% | 1438 |
|
|
2022
Q4 | – | Sell |
-216
| Closed | -$7K | – | 2352 |
|
|
2022
Q3 | $7K | Sell |
216
-712
| -77% | -$23.1K | ﹤0.01% | 1654 |
|
|
2022
Q2 | $30K | Sell |
928
-712
| -43% | -$23K | ﹤0.01% | 1501 |
|
|
2022
Q1 | $60K | Hold |
1,640
| – | – | ﹤0.01% | 1378 |
|
|
2021
Q4 | $66K | Hold |
1,640
| – | – | ﹤0.01% | 1595 |
|
|
2021
Q3 | $62K | Hold |
1,640
| – | – | ﹤0.01% | 1390 |
|
|
2021
Q2 | $63K | Hold |
1,640
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q1 | $60K | Buy |
+1,640
| New | +$60K | ﹤0.01% | 1633 |
|