Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,050
| Closed | -$1.59M | – | 373 |
|
|
2023
Q3 | $1.59M | Buy |
+18,050
| New | +$1.59M | 0.21% | 91 |
|
|
2020
Q1 | – | Sell |
-68,367
| Closed | -$3.68M | – | 130 |
|
|
2019
Q4 | $3.68M | Buy |
+68,367
| New | +$3.68M | 1.24% | 24 |
|
|
2018
Q1 | – | Sell |
-113,788
| Closed | -$6.75M | – | 102 |
|
|
2017
Q4 | $6.75M | Buy |
+113,788
| New | +$6.75M | 2.25% | 14 |
|
|
2016
Q4 | – | Sell |
-122,040
| Closed | -$5.24M | – | 86 |
|
|
2016
Q3 | $5.24M | Buy |
+122,040
| New | +$5.24M | 2.24% | 17 |
|
|
2015
Q1 | – | Sell |
-45,229
| Closed | -$2.23M | – | 79 |
|
|
2014
Q4 | $2.23M | Sell |
45,229
-46,708
| -51% | -$2.3M | 1.33% | 26 |
|
|
2014
Q3 | $4.81M | Buy |
+91,937
| New | +$4.81M | 3.1% | 9 |
|