Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-965
| Closed | -$41K | – | 1177 |
|
|
2020
Q1 | $41K | Hold |
965
| – | – | 0.01% | 452 |
|
|
2019
Q4 | $52K | Buy |
+965
| New | +$52K | 0.01% | 472 |
|
|
2019
Q2 | – | Sell |
-4,115
| Closed | -$208K | – | 389 |
|
|
2019
Q1 | $208K | Buy |
4,115
+1,698
| +70% | +$85.8K | 0.05% | 199 |
|
|
2018
Q4 | $112K | Buy |
+2,417
| New | +$112K | 0.03% | 271 |
|