TPG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-113,794
| Closed | -$2.92M | – | 40 |
|
|
2020
Q1 | $2.92M | Sell |
113,794
-2,238
| -2% | -$57.3K | 2.89% | 12 |
|
|
2019
Q4 | $4.1M | Buy |
116,032
+5,130
| +5% | +$181K | 3.37% | 12 |
|
|
2019
Q3 | $3.73M | Buy |
110,902
+21,810
| +24% | +$734K | 3.36% | 12 |
|
|
2019
Q2 | $3.01M | Sell |
89,092
-21,020
| -19% | -$711K | 2.76% | 10 |
|
|
2019
Q1 | $3.57M | Buy |
110,112
+15,888
| +17% | +$515K | 3.45% | 11 |
|
|
2018
Q4 | $2.66M | Buy |
+94,224
| New | +$2.66M | 2.89% | 13 |
|