Koshinski Asset Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-561
| Closed | -$37K | – | 890 |
|
|
2022
Q1 | $37K | Hold |
561
| – | – | ﹤0.01% | 1224 |
|
|
2021
Q4 | $40K | Hold |
561
| – | – | ﹤0.01% | 1224 |
|
|
2021
Q3 | $43.1K | Buy |
+561
| New | +$43.1K | ﹤0.01% | 1183 |
|
|
2019
Q1 | – | Sell |
-3,612
| Closed | -$233K | – | 411 |
|
|
2018
Q4 | $233K | Sell |
3,612
-1,122
| -24% | -$72.4K | 0.06% | 347 |
|
|
2018
Q3 | $366K | Buy |
4,734
+1,500
| +46% | +$116K | 0.05% | 381 |
|
|
2018
Q2 | $249K | Buy |
+3,234
| New | +$249K | 0.08% | 321 |
|
|
2018
Q1 | – | Sell |
-3,338
| Closed | -$268K | – | 375 |
|
|
2017
Q4 | $268K | Buy |
3,338
+265
| +9% | +$21.3K | 0.07% | 361 |
|
|
2017
Q3 | $231K | Buy |
+3,073
| New | +$231K | 0.08% | 335 |
|