LWM
Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-941
| Closed | -$59K | – | 420 |
|
|
2021
Q3 | $59K | Buy |
941
+210
| +29% | +$13.2K | 0.02% | 390 |
|
|
2021
Q2 | $45K | Sell |
731
-301
| -29% | -$18.5K | 0.02% | 342 |
|
|
2021
Q1 | $57K | Hold |
1,032
| – | – | 0.03% | 259 |
|
|
2020
Q4 | $57K | Sell |
1,032
-134
| -11% | -$7.4K | 0.03% | 257 |
|
|
2020
Q3 | $57K | Sell |
1,166
-391
| -25% | -$19.1K | 0.03% | 209 |
|
|
2020
Q2 | $73K | Sell |
1,557
-3,150
| -67% | -$148K | 0.05% | 178 |
|
|
2020
Q1 | $198K | Sell |
4,707
-148
| -3% | -$6.23K | 0.17% | 88 |
|
|
2019
Q4 | $261K | Sell |
4,855
-739
| -13% | -$39.7K | 0.21% | 89 |
|
|
2019
Q3 | $282K | Sell |
5,594
-533
| -9% | -$26.9K | 0.27% | 73 |
|
|
2019
Q2 | $298K | Sell |
6,127
-435
| -7% | -$21.2K | 0.26% | 82 |
|
|
2019
Q1 | $332K | Buy |
6,562
+1
| +0% | +$51 | 0.25% | 59 |
|
|
2018
Q4 | $304K | Buy |
+6,561
| New | +$304K | 0.23% | 63 |
|