LSPW
Lake Street Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-83,697
| Closed | -$9.44M | – | 277 |
|
|
2024
Q2 | $9.44M | Buy |
83,697
+2,361
| +3% | +$266K | 1.22% | 13 |
|
|
2024
Q1 | $8.83M | Buy |
81,336
+19,293
| +31% | +$2.09M | 1.22% | 14 |
|
|
2023
Q4 | $5.46M | Buy |
62,043
+544
| +0.9% | +$47.9K | 0.86% | 22 |
|
|
2023
Q3 | $5.53M | Sell |
61,499
-4,453
| -7% | -$400K | 0.99% | 21 |
|
|
2023
Q2 | $5.49M | Buy |
65,952
+1,414
| +2% | +$118K | 0.96% | 21 |
|
|
2023
Q1 | $4.56M | Buy |
64,538
+2,096
| +3% | +$148K | 0.85% | 28 |
|
|
2022
Q4 | $4.01M | Sell |
62,442
-1,149
| -2% | -$73.9K | 0.83% | 29 |
|
|
2022
Q3 | $3.92M | Buy |
63,591
+514
| +0.8% | +$31.7K | 0.9% | 23 |
|
|
2022
Q2 | $3.94M | Buy |
+63,077
| New | +$3.94M | 0.83% | 27 |
|