LWA
Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Hold |
100
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 241 |
|
|
2024
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 227 |
|
|
2024
Q3 | $10.6K | Sell |
100
-75
| -43% | -$7.95K | ﹤0.01% | 217 |
|
|
2024
Q2 | $19.7K | Sell |
175
-337
| -66% | -$38K | 0.01% | 172 |
|
|
2024
Q1 | $55.6K | Buy |
+512
| New | +$55.6K | 0.03% | 107 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$12.9K | – | 351 |
|
|
2022
Q4 | $12.9K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2022
Q2 | $12K | Sell |
200
-3,480
| -95% | -$209K | 0.01% | 172 |
|
|
2022
Q1 | $236K | Buy |
+3,680
| New | +$236K | 0.11% | 46 |
|