Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-86,141
| Closed | -$5.54M | – | 477 |
|
|
2022
Q4 | $5.54M | Buy |
86,141
+4,023
| +5% | +$259K | 0.36% | 61 |
|
|
2022
Q3 | $5.07M | Sell |
82,118
-4,642
| -5% | -$286K | 0.37% | 53 |
|
|
2022
Q2 | $5.42M | Sell |
86,760
-11,722
| -12% | -$732K | 0.38% | 52 |
|
|
2022
Q1 | $6.31M | Sell |
98,482
-56,635
| -37% | -$3.63M | 0.39% | 46 |
|
|
2021
Q4 | $9.7M | Buy |
155,117
+91,932
| +145% | +$5.75M | 0.6% | 34 |
|
|
2021
Q3 | $3.99M | Buy |
+63,185
| New | +$3.99M | 0.3% | 56 |
|