Liberty Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-941	Closed	-$59K	–	420
2021 Q3	$59K	Buy	941 +210	+29%	+$12.9K	0.02%	390
2021 Q2	$45K	Sell	731 -301	-29%	-$18.3K	0.02%	342
2021 Q1	$57K	Hold	1,032	–	–	0.03%	259
2020 Q4	$57K	Sell	1,032 -134	-11%	-$6.92K	0.03%	257
2020 Q3	$57K	Sell	1,166 -391	-25%	-$18.8K	0.03%	209
2020 Q2	$73K	Sell	1,557 -3,150	-67%	-$143K	0.05%	178
2020 Q1	$198K	Sell	4,707 -148	-3%	-$7.27K	0.17%	88
2019 Q4	$261K	Sell	4,855 -739	-13%	-$39.4K	0.21%	89
2019 Q3	$282K	Sell	5,594 -533	-9%	-$25.8K	0.27%	73
2019 Q2	$298K	Sell	6,127 -435	-7%	-$21.7K	0.26%	82
2019 Q1	$332K	Buy	6,562 +1	+0%	+$50	0.25%	59
2018 Q4	$304K	Buy	+6,561	New	+$342K	0.23%	63