JFS Wealth Advisors’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-1,101
| Closed | -$63K | – | 670 |
|
2016
Q1 | $63K | Hold |
1,101
| – | – | 0.02% | 212 |
|
2015
Q4 | $60K | Hold |
1,101
| – | – | 0.02% | 232 |
|
2015
Q3 | $60K | Hold |
1,101
| – | – | 0.03% | 197 |
|
2015
Q2 | $72K | Hold |
1,101
| – | – | 0.04% | 150 |
|
2015
Q1 | $74K | Hold |
1,101
| – | – | 0.03% | 148 |
|
2014
Q4 | $72K | Hold |
1,101
| – | – | 0.01% | 151 |
|
2014
Q3 | $74K | Hold |
1,101
| – | – | 0.01% | 147 |
|
2014
Q2 | $75K | Buy |
+1,101
| New | +$75K | 0.01% | 146 |
|