Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $342K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5.4M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.74M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $222K | Sell |
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|
2015
Q4 | $306K | Sell |
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|
2015
Q3 | $394K | Sell |
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|
2015
Q2 | $1.18M | Hold |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $234K | Sell |
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|
2014
Q1 | $1.91M | Buy |
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|
2013
Q4 | $1.36M | Buy |
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