GA
Geller Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,684
| Closed | -$253K | – | 34 |
|
|
2018
Q2 | $253K | Buy |
4,684
+93
| +2% | +$5.02K | 0.11% | 25 |
|
|
2018
Q1 | $257K | Buy |
4,591
+38
| +0.8% | +$2.13K | 0.13% | 22 |
|
|
2017
Q4 | $270K | Buy |
4,553
+3
| +0.1% | +$178 | 0.14% | 23 |
|
|
2017
Q3 | $249K | Buy |
4,550
+71
| +2% | +$3.89K | 0.12% | 23 |
|
|
2017
Q2 | $233K | Hold |
4,479
| – | – | 0.12% | 23 |
|
|
2017
Q1 | $227K | Buy |
4,479
+44
| +1% | +$2.23K | 0.12% | 19 |
|
|
2016
Q4 | $220K | Buy |
+4,435
| New | +$220K | 0.13% | 19 |
|