JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-892
| Closed | -$39K | – | 529 |
|
|
2016
Q1 | $39K | Hold |
892
| – | – | 0.01% | 259 |
|
|
2015
Q4 | $45K | Hold |
892
| – | – | 0.01% | 255 |
|
|
2015
Q3 | $43K | Hold |
892
| – | – | 0.02% | 222 |
|
|
2015
Q2 | $51K | Hold |
892
| – | – | 0.03% | 180 |
|
|
2015
Q1 | $49K | Hold |
892
| – | – | 0.02% | 183 |
|
|
2014
Q4 | $44K | Hold |
892
| – | – | 0.01% | 195 |
|
|
2014
Q3 | $47K | Hold |
892
| – | – | 0.01% | 184 |
|
|
2014
Q2 | $44K | Buy |
+892
| New | +$44K | 0.01% | 200 |
|