CPA
Clear Perspective Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-50
| Closed | -$3K | – | 218 |
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 442 |
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 436 |
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 412 |
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 410 |
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 414 |
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 371 |
|
2016
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 376 |
|