Creative Planning’s WisdomTree Japan Hedged Real Estate Fund DXJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,759
| Closed | -$45K | – | 4587 |
|
|
2016
Q1 | $45K | Buy |
1,759
+259
| +17% | +$6.63K | ﹤0.01% | 2172 |
|
|
2015
Q4 | $39K | Hold |
1,500
| – | – | ﹤0.01% | 2311 |
|
|
2015
Q3 | $40K | Sell |
1,500
-31,755
| -95% | -$847K | ﹤0.01% | 2203 |
|
|
2015
Q2 | $922K | Buy |
33,255
+25,653
| +337% | +$711K | 0.01% | 494 |
|
|
2015
Q1 | $212K | Buy |
+7,602
| New | +$212K | ﹤0.01% | 1161 |
|