PWAG
Polaris Wealth Advisory Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-168,772
| Closed | -$8.54M | – | 124 |
|
|
2017
Q1 | $8.54M | Sell |
168,772
-2,787
| -2% | -$141K | 0.93% | 49 |
|
|
2016
Q4 | $8.5M | Buy |
+171,559
| New | +$8.5M | 0.98% | 44 |
|
|
2016
Q1 | – | Sell |
-179,914
| Closed | -$9.01M | – | 114 |
|
|
2015
Q4 | $9.01M | Sell |
179,914
-22,154
| -11% | -$1.11M | 1.45% | 34 |
|
|
2015
Q3 | $9.83M | Sell |
202,068
-2,319
| -1% | -$113K | 2.01% | 17 |
|
|
2015
Q2 | $11.7M | Buy |
+204,387
| New | +$11.7M | 2.32% | 15 |
|