LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-52,510
| Closed | -$2.04M | – | 459 |
|
|
2016
Q2 | $2.04M | Sell |
52,510
-8,035
| -13% | -$312K | 1.14% | 13 |
|
|
2016
Q1 | $2.65M | Sell |
60,545
-2,325
| -4% | -$102K | 1.53% | 10 |
|
|
2015
Q4 | $3.15M | Buy |
62,870
+16,665
| +36% | +$835K | 1.81% | 9 |
|
|
2015
Q3 | $2.25M | Buy |
46,205
+45,805
| +11,451% | +$2.23M | 1.42% | 10 |
|
|
2015
Q2 | $23K | Buy |
+400
| New | +$23K | 0.01% | 205 |
|