Financial Gravity Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2
| Closed | -$172 | – | 1740 |
|
2024
Q1 | $172 | Hold |
2
| – | – | ﹤0.01% | 1638 |
|
2023
Q4 | $245 | Buy |
2
+1
| +100% | +$123 | ﹤0.01% | 1214 |
|
2023
Q3 | $121 | Buy |
+1
| New | +$121 | ﹤0.01% | 998 |
|
2023
Q2 | – | Sell |
-71
| Closed | -$100 | – | 1667 |
|
2023
Q1 | $100 | Buy |
+71
| New | +$100 | ﹤0.01% | 686 |
|
2022
Q4 | – | Sell |
-124
| Closed | -$87 | – | 1438 |
|
2022
Q3 | $87 | Hold |
124
| – | – | ﹤0.01% | 644 |
|
2022
Q2 | $88 | Sell |
124
-4
| -3% | -$3 | ﹤0.01% | 594 |
|
2022
Q1 | $91 | Buy |
128
+2
| +2% | +$1 | ﹤0.01% | 627 |
|
2021
Q4 | $89 | Buy |
126
+125
| +12,500% | +$88 | ﹤0.01% | 677 |
|
2021
Q3 | $63K | Hold |
1
| – | – | 0.03% | 480 |
|
2021
Q2 | $61K | Hold |
1
| – | – | 0.02% | 498 |
|
2021
Q1 | $70 | Hold |
1
| – | – | ﹤0.01% | 526 |
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 556 |
|
2020
Q2 | – | Sell |
-22
| Closed | -$929 | – | 240 |
|
2020
Q1 | $929 | Hold |
22
| – | – | ﹤0.01% | 484 |
|
2019
Q4 | $54K | Sell |
22
-1
| -4% | -$2.46K | 0.04% | 599 |
|
2019
Q3 | $1K | Buy |
23
+1
| +5% | +$43 | ﹤0.01% | 1011 |
|
2019
Q2 | $1K | Buy |
22
+12
| +120% | +$545 | ﹤0.01% | 1030 |
|
2019
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1372 |
|
2018
Q3 | $1K | Sell |
11
-5
| -31% | -$455 | ﹤0.01% | 1112 |
|
2018
Q2 | $1K | Buy |
16
+4
| +33% | +$250 | ﹤0.01% | 1139 |
|
2018
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1111 |
|