Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,444
| Closed | -$323K | – | 212 |
|
|
2015
Q4 | $323K | Sell |
6,444
-939
| -13% | -$47.1K | 0.18% | 150 |
|
|
2015
Q3 | $359K | Sell |
7,383
-3,397
| -32% | -$165K | 0.24% | 131 |
|
|
2015
Q2 | $617K | Sell |
10,780
-1,253
| -10% | -$71.7K | 0.36% | 95 |
|
|
2015
Q1 | $663K | Sell |
12,033
-4,923
| -29% | -$271K | 0.4% | 83 |
|
|
2014
Q4 | $835K | Buy |
+16,956
| New | +$835K | 0.63% | 45 |
|