Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23
| Closed | -$2.54K | – | 1178 |
|
|
2024
Q4 | $2.54K | Buy |
+23
| New | +$2.54K | ﹤0.01% | 2075 |
|
|
2023
Q4 | – | Sell |
-97
| Closed | -$8.56K | – | 1568 |
|
|
2023
Q3 | $8.56K | Hold |
97
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q2 | $8.08K | Hold |
97
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q1 | $6.86K | Hold |
97
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q4 | $6.24K | Hold |
97
| – | – | ﹤0.01% | 923 |
|
|
2022
Q3 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 931 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 507 |
|
|
2016
Q3 | – | Sell |
-378
| Closed | -$15K | – | 467 |
|
|
2016
Q2 | $15K | Hold |
378
| – | – | 0.01% | 312 |
|
|
2016
Q1 | $17K | Buy |
378
+351
| +1,300% | +$15.8K | 0.01% | 298 |
|
|
2015
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 428 |
|