LWA
Lenox Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $21K | Hold |
334
| – | – | ﹤0.01% | 368 |
|
|
2021
Q4 | $21K | Buy |
334
+6
| +2% | +$377 | ﹤0.01% | 383 |
|
|
2021
Q3 | $21K | Hold |
328
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $20K | Buy |
+328
| New | +$20K | ﹤0.01% | 359 |
|
|
2016
Q4 | – | Sell |
-995
| Closed | -$43K | – | 131 |
|
|
2016
Q3 | $43K | Hold |
995
| – | – | 0.01% | 96 |
|
|
2016
Q2 | $39K | Hold |
995
| – | – | 0.01% | 102 |
|
|
2016
Q1 | $43K | Sell |
995
-361
| -27% | -$15.6K | 0.01% | 96 |
|
|
2015
Q4 | $68K | Buy |
+1,356
| New | +$68K | 0.02% | 67 |
|
|
2014
Q1 | – | Sell |
-161
| Closed | -$8K | – | 229 |
|
|
2013
Q4 | $8K | Sell |
161
-488
| -75% | -$24.2K | 0.01% | 191 |
|
|
2013
Q3 | $31K | Buy |
+649
| New | +$31K | 0.03% | 47 |
|