Golden State 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-185
| Closed | -$8K | – | 352 |
|
2020
Q1 | $8K | Buy |
+185
| New | +$8K | ﹤0.01% | 654 |
|
2019
Q4 | – | Sell |
-335
| Closed | -$17K | – | 264 |
|
2019
Q3 | $17K | Sell |
335
-704
| -68% | -$35.7K | 0.01% | 643 |
|
2019
Q2 | $50K | Sell |
1,039
-438
| -30% | -$21.1K | 0.02% | 455 |
|
2019
Q1 | $75K | Buy |
+1,477
| New | +$75K | 0.03% | 369 |
|