Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,985
| Closed | -$291K | – | 437 |
|
|
2019
Q2 | $291K | Buy |
+5,985
| New | +$291K | 0.03% | 349 |
|
|
2015
Q2 | – | Sell |
-5,985
| Closed | -$330K | – | 230 |
|
|
2015
Q1 | $330K | Buy |
5,985
+835
| +16% | +$46K | 0.12% | 134 |
|
|
2014
Q4 | $254K | Hold |
5,150
| – | – | 0.1% | 157 |
|
|
2014
Q3 | $269K | Hold |
5,150
| – | – | 0.11% | 129 |
|
|
2014
Q2 | $254K | Buy |
+5,150
| New | +$254K | 0.11% | 136 |
|