Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $47K | Buy |
740
+370
| +100% | +$23.5K | 0.01% | 195 |
|
|
2022
Q1 | $24K | Hold |
370
| – | – | ﹤0.01% | 235 |
|
|
2021
Q4 | $23K | Hold |
370
| – | – | ﹤0.01% | 247 |
|
|
2021
Q3 | $23.4K | Hold |
370
| – | – | ﹤0.01% | 255 |
|
|
2021
Q2 | $22.6K | Hold |
370
| – | – | ﹤0.01% | 258 |
|
|
2021
Q1 | $22.7K | Buy |
+370
| New | +$22.7K | ﹤0.01% | 247 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$20.2K | – | 196 |
|
|
2019
Q1 | $20.2K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2018
Q4 | $18.6K | Hold |
400
| – | – | 0.01% | 151 |
|
|
2018
Q3 | $23.2K | Hold |
400
| – | – | 0.01% | 148 |
|
|
2018
Q2 | $21.6K | Hold |
400
| – | – | 0.01% | 146 |
|
|
2018
Q1 | $22.4K | Hold |
400
| – | – | 0.01% | 137 |
|
|
2017
Q4 | $23.7K | Sell |
400
-600
| -60% | -$35.6K | 0.02% | 129 |
|
|
2017
Q3 | $54.7K | Buy |
+1,000
| New | +$54.7K | 0.04% | 96 |
|