TWMP
Taylor Wealth Management Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-169,810
| Closed | -$9.14M | – | 150 |
|
|
2015
Q4 | $9.14M | Sell |
169,810
-43,960
| -21% | -$2.37M | 3.94% | 8 |
|
|
2015
Q3 | $11.7M | Sell |
213,770
-7,640
| -3% | -$418K | 5.63% | 2 |
|
|
2015
Q2 | $13.6M | Buy |
221,410
+8,040
| +4% | +$495K | 4.35% | 2 |
|
|
2015
Q1 | $14.1M | Buy |
+213,370
| New | +$14.1M | 4.43% | 2 |
|