Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-620
| Closed | -$31K | – | 325 |
|
|
2019
Q1 | $31K | Buy |
+620
| New | +$31K | 0.01% | 461 |
|
|
2018
Q4 | – | Sell |
-1,828
| Closed | -$106K | – | 230 |
|
|
2018
Q3 | $106K | Sell |
1,828
-4,219
| -70% | -$245K | 0.04% | 263 |
|
|
2018
Q2 | $326K | Sell |
6,047
-2,846
| -32% | -$153K | 0.14% | 115 |
|
|
2018
Q1 | $498K | Sell |
8,893
-5,555
| -38% | -$311K | 0.27% | 84 |
|
|
2017
Q4 | $857K | Buy |
+14,448
| New | +$857K | 0.42% | 57 |
|