KWM
Kingsview Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26,455
| Closed | -$1.62M | – | 852 |
|
|
2021
Q2 | $1.62M | Buy |
+26,455
| New | +$1.62M | 0.08% | 268 |
|
|
2019
Q1 | – | Sell |
-11,389
| Closed | -$528K | – | 451 |
|
|
2018
Q4 | $528K | Sell |
11,389
-3,730
| -25% | -$173K | 0.12% | 214 |
|
|
2018
Q3 | $876K | Buy |
+15,119
| New | +$876K | 0.18% | 158 |
|