Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-461
| Closed | -$28K | – | 182 |
|
|
2021
Q1 | $28K | Sell |
461
-460
| -50% | -$27.9K | 0.02% | 237 |
|
|
2020
Q4 | $50K | Hold |
921
| – | – | 0.04% | 187 |
|
|
2020
Q3 | $45K | Hold |
921
| – | – | 0.04% | 190 |
|
|
2020
Q2 | $43K | Hold |
921
| – | – | 0.03% | 204 |
|
|
2020
Q1 | $39K | Hold |
921
| – | – | 0.04% | 200 |
|
|
2019
Q4 | $50K | Buy |
+921
| New | +$50K | 0.04% | 205 |
|