Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-210
| Closed | -$13K | – | 291 |
|
|
2021
Q3 | $13K | Buy |
+210
| New | +$13K | ﹤0.01% | 366 |
|
|
2020
Q2 | – | Sell |
-2,491
| Closed | -$105K | – | 544 |
|
|
2020
Q1 | $105K | Sell |
2,491
-1,911
| -43% | -$80.6K | 0.04% | 84 |
|
|
2019
Q4 | $237K | Buy |
4,402
+736
| +20% | +$39.6K | 0.06% | 71 |
|
|
2019
Q3 | $185K | Buy |
+3,666
| New | +$185K | 0.09% | 33 |
|
|
2019
Q2 | – | Sell |
-950
| Closed | -$48K | – | 469 |
|
|
2019
Q1 | $48K | Sell |
950
-1,770
| -65% | -$89.4K | 0.02% | 80 |
|
|
2018
Q4 | $126K | Buy |
+2,720
| New | +$126K | 0.06% | 69 |
|