Hochman Cole Investment Advisors’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
Q1 | – | Sell |
-3,413
| Closed | -$203K | – | 99 |
|
|
2017
Q4 | $203K | Sell |
3,413
-1,699
| -33% | -$101K | 0.13% | 99 |
|
|
2017
Q3 | $280K | Buy |
5,112
+1,212
| +31% | +$66.4K | 0.18% | 77 |
|
|
2017
Q2 | $203K | Buy |
+3,900
| New | +$203K | 0.14% | 90 |
|
|
2016
Q4 | – | Sell |
-15,395
| Closed | -$661K | – | 90 |
|
|
2016
Q3 | $661K | Buy |
+15,395
| New | +$661K | 0.49% | 47 |
|