Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-185
| Closed | -$11K | – | 1277 |
|
|
2017
Q4 | $11K | Buy |
185
+64
| +53% | +$3.81K | ﹤0.01% | 992 |
|
|
2017
Q3 | $7K | Buy |
121
+91
| +303% | +$5.26K | ﹤0.01% | 1114 |
|
|
2017
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1305 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1472 |
|
|
2016
Q4 | – | Sell |
-5,757
| Closed | -$247K | – | 1372 |
|
|
2016
Q3 | $247K | Hold |
5,757
| – | – | 0.07% | 212 |
|
|
2016
Q2 | $223K | Sell |
5,757
-156
| -3% | -$6.04K | 0.06% | 223 |
|
|
2016
Q1 | $258K | Buy |
5,913
+677
| +13% | +$29.5K | 0.09% | 160 |
|
|
2015
Q4 | $262K | Buy |
5,236
+447
| +9% | +$22.4K | 0.11% | 164 |
|
|
2015
Q3 | $233K | Buy |
4,789
+3,923
| +453% | +$191K | 0.1% | 174 |
|
|
2015
Q2 | $50K | Buy |
866
+767
| +775% | +$44.3K | 0.02% | 427 |
|
|
2015
Q1 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 855 |
|
|
2014
Q3 | – | Sell |
-85
| Closed | -$4K | – | 889 |
|
|
2014
Q2 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 782 |
|
|
2013
Q4 | – | Sell |
-861
| Closed | -$41K | – | 270 |
|
|
2013
Q3 | $41K | Buy |
861
+544
| +172% | +$25.9K | 0.03% | 267 |
|
|
2013
Q2 | $14K | Buy |
+317
| New | +$14K | 0.01% | 418 |
|