Jackson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-94,231
| Closed | -$4.59M | – | 35 |
|
|
2019
Q2 | $4.59M | Buy |
94,231
+35
| +0% | +$1.7K | 2.99% | 14 |
|
|
2019
Q1 | $4.77M | Buy |
94,196
+42,490
| +82% | +$2.15M | 3.17% | 13 |
|
|
2018
Q4 | $2.4M | Sell |
51,706
-25,380
| -33% | -$1.18M | 2.65% | 15 |
|
|
2018
Q3 | $4.47M | Sell |
77,086
-430
| -0.6% | -$24.9K | 3.55% | 12 |
|
|
2018
Q2 | $4.18M | Buy |
77,516
+6,206
| +9% | +$335K | 3.73% | 13 |
|
|
2018
Q1 | $3.99M | Buy |
71,310
+5,735
| +9% | +$321K | 3.67% | 13 |
|
|
2017
Q4 | $3.89M | Buy |
+65,575
| New | +$3.89M | 3.55% | 12 |
|