YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,188
| Closed | -$38K | – | 787 |
|
|
2018
Q2 | $38K | Hold |
1,188
| – | – | 0.02% | 395 |
|
|
2018
Q1 | $38K | Sell |
1,188
-300
| -20% | -$9.6K | 0.02% | 396 |
|
|
2017
Q4 | $46K | Sell |
1,488
-4,946
| -77% | -$153K | 0.02% | 381 |
|
|
2017
Q3 | $208K | Sell |
6,434
-584
| -8% | -$18.9K | 0.11% | 168 |
|
|
2017
Q2 | $220K | Sell |
7,018
-500
| -7% | -$15.7K | 0.12% | 163 |
|
|
2017
Q1 | $246K | Sell |
7,518
-1,168
| -13% | -$38.2K | 0.13% | 147 |
|
|
2016
Q4 | $234K | Buy |
+8,686
| New | +$234K | 0.14% | 141 |
|