WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-80
| Closed | -$3.28K | – | 647 |
|
|
2023
Q2 | $3.28K | Hold |
80
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $3.29K | Buy |
+80
| New | +$3.29K | ﹤0.01% | 1053 |
|
|
2016
Q3 | $19.3K | Sell |
714
-1,172
| -62% | -$31.6K | 0.01% | 493 |
|
|
2016
Q2 | $12.7K | Buy |
+1,886
| New | +$12.7K | ﹤0.01% | 1639 |
|
|
2015
Q4 | $17.9K | Buy |
+3,040
| New | +$17.9K | ﹤0.01% | 961 |
|
|
2015
Q2 | $50K | Buy |
1,620
+1,164
| +255% | +$35.9K | 0.02% | 170 |
|
|
2015
Q1 | $15K | Buy |
+456
| New | +$15K | 0.01% | 344 |
|