SW
SVB Wealth’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-405
| Closed | -$30K | – | 1022 |
|
2021
Q2 | $30K | Buy |
+405
| New | +$30K | ﹤0.01% | 953 |
|
2020
Q4 | – | Sell |
-789
| Closed | -$49K | – | 871 |
|
2020
Q3 | $49K | Hold |
789
| – | – | ﹤0.01% | 702 |
|
2020
Q2 | $47K | Sell |
789
-1,750
| -69% | -$104K | ﹤0.01% | 596 |
|
2020
Q1 | $130K | Hold |
2,539
| – | – | ﹤0.01% | 486 |
|
2019
Q4 | $179K | Sell |
2,539
-930
| -27% | -$65.6K | ﹤0.01% | 583 |
|
2019
Q3 | $233K | Buy |
+3,469
| New | +$233K | ﹤0.01% | 463 |
|