Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-51
| Closed | -$3K | – | 820 |
|
|
2022
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 1625 |
|
|
2022
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 1758 |
|
|
2021
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 1848 |
|
|
2021
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 1440 |
|
|
2020
Q2 | $2K | Sell |
51
-183
| -78% | -$7.18K | ﹤0.01% | 1376 |
|
|
2020
Q1 | $10K | Sell |
234
-35
| -13% | -$1.5K | ﹤0.01% | 857 |
|
|
2019
Q4 | $14K | Buy |
269
+64
| +31% | +$3.33K | 0.01% | 761 |
|
|
2019
Q3 | $10K | Buy |
205
+17
| +9% | +$829 | ﹤0.01% | 797 |
|
|
2019
Q2 | $9K | Buy |
188
+32
| +21% | +$1.53K | ﹤0.01% | 823 |
|
|
2019
Q1 | $8K | Buy |
156
+30
| +24% | +$1.54K | ﹤0.01% | 745 |
|
|
2018
Q4 | $6K | Sell |
126
-56
| -31% | -$2.67K | ﹤0.01% | 694 |
|
|
2018
Q3 | $11K | Buy |
+182
| New | +$11K | 0.01% | 607 |
|
|
2018
Q2 | – | Sell |
-55
| Closed | -$3K | – | 670 |
|
|
2018
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 814 |
|
|
2017
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 809 |
|
|
2017
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 773 |
|
|
2017
Q2 | $3K | Buy |
55
+13
| +31% | +$709 | ﹤0.01% | 759 |
|
|
2017
Q1 | $2K | Sell |
42
-59
| -58% | -$2.81K | ﹤0.01% | 755 |
|
|
2016
Q4 | $5K | Buy |
+101
| New | +$5K | 0.01% | 559 |
|