Biltmore Family Office’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 |
-10
| Closed | -$643 | – | 276 |
|
|
2022
Q4 | $643 | Buy |
+10
| New | +$643 | ﹤0.01% | 257 |
|
|
2020
Q1 | – | Sell |
-177
| Closed | -$10K | – | 181 |
|
|
2019
Q4 | $10K | Buy |
177
+63
| +55% | +$3.56K | ﹤0.01% | 192 |
|
|
2019
Q3 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 167 |
|
|
2018
Q1 | – | Sell |
-7,825
| Closed | -$464K | – | 158 |
|
|
2017
Q4 | $464K | Buy |
+7,825
| New | +$464K | 0.21% | 100 |
|