Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,570
| Closed | -$333K | – | 569 |
|
|
2019
Q1 | $333K | Hold |
6,570
| – | – | 0.05% | 348 |
|
|
2018
Q4 | $305K | Sell |
6,570
-2,090
| -24% | -$97K | 0.06% | 324 |
|
|
2018
Q3 | $502K | Hold |
8,660
| – | – | 0.08% | 286 |
|
|
2018
Q2 | $467K | Hold |
8,660
| – | – | 0.11% | 256 |
|
|
2018
Q1 | $485K | Buy |
+8,660
| New | +$485K | 0.12% | 239 |
|