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Convergent Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Convergent Wealth Advisors’s Portfolio DXJ Stock Details DXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6,378
Closed -$365K – 37
2015
Q2 		$365K Buy
6,378
+628
+11% +$35.9K 0.08% 33
2015
Q1 		$317K Buy
+5,750
New +$317K 0.05% 43