MinichMacGregor 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-250
| Closed | -$13K | – | 534 |
|
2018
Q2 | $13K | Hold |
250
| – | – | 0.01% | 269 |
|
2018
Q1 | $14K | Hold |
250
| – | – | 0.01% | 251 |
|
2017
Q4 | $14K | Hold |
250
| – | – | 0.01% | 253 |
|
2017
Q3 | $13K | Hold |
250
| – | – | 0.01% | 242 |
|
2017
Q2 | $13K | Hold |
250
| – | – | 0.01% | 239 |
|
2017
Q1 | $12K | Hold |
250
| – | – | 0.01% | 246 |
|
2016
Q4 | $12K | Hold |
250
| – | – | 0.01% | 235 |
|
2016
Q3 | $10K | Hold |
250
| – | – | 0.01% | 263 |
|
2016
Q2 | $9K | Hold |
250
| – | – | 0.01% | 267 |
|
2016
Q1 | $10K | Hold |
250
| – | – | 0.01% | 249 |
|
2015
Q4 | $14K | Buy |
+250
| New | +$14K | 0.01% | 194 |
|