J.P. Morgan Private Wealth Advisors’s WisdomTree United Kingdom Hedged Equity Fund DXPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-12,296
| Closed | -$284K | – | 1346 |
|
|
2016
Q1 | $284K | Sell |
12,296
-8,734
| -42% | -$202K | ﹤0.01% | 972 |
|
|
2015
Q4 | $485K | Hold |
21,030
| – | – | 0.01% | 698 |
|
|
2015
Q3 | $479K | Buy |
+21,030
| New | +$479K | 0.01% | 631 |
|
|
2015
Q2 | – | Sell |
-21,030
| Closed | -$549K | – | 1173 |
|
|
2015
Q1 | $549K | Buy |
+21,030
| New | +$549K | 0.01% | 695 |
|