Concert Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $933K | Sell |
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|
2016
Q4 | $964K | Sell |
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|
2016
Q3 | $947K | Sell |
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|
2016
Q2 | $903K | Sell |
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|
2016
Q1 | $1.49M | Sell |
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|
2015
Q4 | $2.63M | Buy |
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|
2015
Q3 | $1.88M | Buy |
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|
2015
Q2 | $2.16M | Buy |
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|
2015
Q1 | $708K | Buy |
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|
2014
Q4 | $1.13M | Buy |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $886K | Sell |
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|
2014
Q1 | $1.28M | Sell |
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|
2013
Q4 | $1.79M | Buy |
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|
2013
Q3 | $1.61M | Buy |
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|
2013
Q2 | $775K | Buy |
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