Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $215K | Hold |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $361K | Hold |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $430K | Hold |
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|
2018
Q2 | $400K | Buy |
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