Adams Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-79,056
| Closed | -$8.92M | – | 112 |
|
|
2024
Q2 | $8.92M | Buy |
79,056
+1,512
| +2% | +$171K | 2.05% | 13 |
|
|
2024
Q1 | $8.41M | Sell |
77,544
-840
| -1% | -$91.1K | 2.05% | 12 |
|
|
2023
Q4 | $6.9M | Buy |
78,384
+8,076
| +11% | +$711K | 2.04% | 14 |
|
|
2023
Q3 | $6.2M | Sell |
70,308
-3,460
| -5% | -$305K | 2.1% | 11 |
|
|
2023
Q2 | $6.14M | Buy |
+73,768
| New | +$6.14M | 1.92% | 12 |
|