Creative Planning’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-432
| Closed | -$25K | – | 4914 |
|
2016
Q4 | $25K | Buy |
+432
| New | +$25K | ﹤0.01% | 2914 |
|
2014
Q4 | – | Sell |
-190
| Closed | -$13K | – | 4426 |
|
2014
Q3 | $13K | Sell |
190
-651
| -77% | -$44.5K | ﹤0.01% | 2789 |
|
2014
Q2 | $58K | Buy |
841
+190
| +29% | +$13.1K | ﹤0.01% | 1774 |
|
2014
Q1 | $43K | Hold |
651
| – | – | ﹤0.01% | 1896 |
|
2013
Q4 | $43K | Hold |
651
| – | – | ﹤0.01% | 1725 |
|
2013
Q3 | $43K | Sell |
651
-84
| -11% | -$5.55K | ﹤0.01% | 1614 |
|
2013
Q2 | $47K | Buy |
+735
| New | +$47K | ﹤0.01% | 1428 |
|