Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Hold |
15
| – | – | ﹤0.01% | 734 |
|
|
2025
Q1 | $1.65K | Sell |
15
-317
| -95% | -$34.9K | ﹤0.01% | 694 |
|
|
2024
Q4 | $36.6K | Sell |
332
-281
| -46% | -$31K | 0.01% | 380 |
|
|
2024
Q3 | $65K | Sell |
613
-11,322
| -95% | -$1.2M | 0.01% | 303 |
|
|
2024
Q2 | $1.35M | Buy |
11,935
+189
| +2% | +$21.3K | 0.24% | 82 |
|
|
2024
Q1 | $1.27M | Buy |
11,746
+114
| +1% | +$12.4K | 0.23% | 84 |
|
|
2023
Q4 | $1.02M | Buy |
11,632
+803
| +7% | +$70.6K | 0.2% | 92 |
|
|
2023
Q3 | $956K | Buy |
+10,829
| New | +$956K | 0.2% | 81 |
|