Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,405
| Closed | -$508K | – | 396 |
|
|
2018
Q2 | $508K | Sell |
9,405
-6,000
| -39% | -$324K | 0.07% | 216 |
|
|
2018
Q1 | $863K | Hold |
15,405
| – | – | 0.12% | 164 |
|
|
2017
Q4 | $914K | Buy |
15,405
+10,500
| +214% | +$623K | 0.15% | 149 |
|
|
2017
Q3 | $268K | Hold |
4,905
| – | – | 0.04% | 312 |
|
|
2017
Q2 | $255K | Hold |
4,905
| – | – | 0.04% | 325 |
|
|
2017
Q1 | $248K | Hold |
4,905
| – | – | 0.04% | 327 |
|
|
2016
Q4 | $243K | Buy |
+4,905
| New | +$243K | 0.04% | 319 |
|