PagnatoKarp Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,057
| Closed | -$525K | – | 162 |
|
|
2018
Q3 | $525K | Hold |
9,057
| – | – | 0.15% | 85 |
|
|
2018
Q2 | $489K | Buy |
9,057
+180
| +2% | +$9.72K | 0.16% | 79 |
|
|
2018
Q1 | $497K | Sell |
8,877
-1,008
| -10% | -$56.5K | 0.21% | 80 |
|
|
2017
Q4 | $587K | Buy |
9,885
+4,233
| +75% | +$251K | 0.17% | 75 |
|
|
2017
Q3 | $309K | Buy |
+5,652
| New | +$309K | 0.08% | 107 |
|