Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,216
| Closed | -$120K | – | 197 |
|
|
2018
Q2 | $120K | Buy |
+2,216
| New | +$120K | 0.03% | 156 |
|
|
2017
Q2 | – | Sell |
-2,216
| Closed | -$112K | – | 245 |
|
|
2017
Q1 | $112K | Buy |
2,216
+2,182
| +6,418% | +$110K | 0.03% | 163 |
|
|
2016
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 618 |
|
|
2016
Q2 | – | Sell |
-165
| Closed | -$7K | – | 599 |
|
|
2016
Q1 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 400 |
|