Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-450
| Closed | -$52.5K | – | 578 |
|
|
2024
Q2 | $52.5K | Buy |
+450
| New | +$52.5K | ﹤0.01% | 386 |
|
|
2018
Q2 | – | Sell |
-1,760
| Closed | -$99K | – | 677 |
|
|
2018
Q1 | $99K | Buy |
+1,760
| New | +$99K | ﹤0.01% | 366 |
|
|
2016
Q1 | – | Sell |
-950
| Closed | -$48K | – | 623 |
|
|
2015
Q4 | $48K | Buy |
+950
| New | +$48K | ﹤0.01% | 419 |
|