Elmwood Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-34
| Closed | -$2K | – | 160 |
|
2021
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 343 |
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 304 |
|
2021
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 295 |
|
2020
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 233 |
|
2020
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 233 |
|
2020
Q1 | $1.9K | Buy |
+34
| New | +$1.9K | ﹤0.01% | 259 |
|
2019
Q4 | – | Sell |
-34
| Closed | -$2K | – | 127 |
|
2019
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 242 |
|
2019
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 262 |
|
2019
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 262 |
|
2018
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 275 |
|
2018
Q3 | $1.97K | Hold |
34
| – | – | ﹤0.01% | 261 |
|
2018
Q2 | $1.84K | Hold |
34
| – | – | ﹤0.01% | 259 |
|
2018
Q1 | $1.9K | Buy |
+34
| New | +$1.9K | ﹤0.01% | 259 |
|