Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-772
| Closed | -$28K | – | 991 |
|
|
2021
Q1 | $28K | Hold |
772
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q4 | $26K | Hold |
772
| – | – | ﹤0.01% | 939 |
|
|
2020
Q3 | $24K | Buy |
772
+200
| +35% | +$6.22K | ﹤0.01% | 845 |
|
|
2020
Q2 | $17K | Sell |
572
-150
| -21% | -$4.46K | ﹤0.01% | 1048 |
|
|
2020
Q1 | $20K | Buy |
722
+150
| +26% | +$4.16K | ﹤0.01% | 863 |
|
|
2019
Q4 | $20K | Hold |
572
| – | – | ﹤0.01% | 911 |
|
|
2019
Q3 | $19K | Sell |
572
-176
| -24% | -$5.85K | ﹤0.01% | 848 |
|
|
2019
Q2 | $25K | Buy |
748
+176
| +31% | +$5.88K | ﹤0.01% | 778 |
|
|
2019
Q1 | $18K | Hold |
572
| – | – | ﹤0.01% | 812 |
|
|
2018
Q4 | $16K | Sell |
572
-138
| -19% | -$3.86K | ﹤0.01% | 763 |
|
|
2018
Q3 | $21K | Sell |
710
-262
| -27% | -$7.75K | ﹤0.01% | 747 |
|
|
2018
Q2 | $31K | Hold |
972
| – | – | ﹤0.01% | 640 |
|
|
2018
Q1 | $30K | Buy |
972
+768
| +376% | +$23.7K | ﹤0.01% | 605 |
|
|
2017
Q4 | $6K | Buy |
+204
| New | +$6K | ﹤0.01% | 961 |
|