Harvest Group 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
Q3 | – | Sell |
-23
| Closed | -$1K | – | 636 |
|
|
2020
Q2 | $1K | Sell |
23
-212
| -90% | -$9.22K | ﹤0.01% | 368 |
|
|
2020
Q1 | $9K | Hold |
235
| – | – | 0.01% | 210 |
|
|
2019
Q4 | $12K | Sell |
235
-18
| -7% | -$919 | 0.01% | 211 |
|
|
2019
Q3 | $13K | Buy |
253
+180
| +247% | +$9.25K | 0.02% | 219 |
|
|
2019
Q2 | $3K | Sell |
73
-15
| -17% | -$616 | ﹤0.01% | 441 |
|
|
2019
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 420 |
|